Create a new user account to provide login access to Symba Portal and related products.

Prerequisites

Log in to Symba Portal with a user account that is authorized to manage users.

Steps

• In the menu, click "Administration", then "Users"
• In the "All users" section, click the "Create user" button
• Enter the username and email address (usernames are case sensitive)
• Click "Ok"

The new user receives an email from Symba Global with a temporary password and login instructions.

Next steps

• Create a Microbanking user to link this login to a Microbanking user record
• Add the user to groups to grant permissions

Related Topics

• Creating logins for existing Microbanking users
• Managing roles