How to add and edit users

Audience: front-end end users

Steps: view the member list

1. Human Resources → User Management

![User Management]

2. Use search or member-type filters to find the target member

Steps: add a member

Use this when the person is not a friend yet and you need to open a project account now.

1. Click + in the top right to open Add user
2. Fill in required fields: email, password, nickname
3. (Optional) Fill in mobile, username, employee number, title, department
4. Set Email verified and Mobile verified based on whether they need to verify themselves:
   • If they do not need to verify email or mobile: turn on the matching switch. If neither needs verify, turn both on.
   • If they need to verify: leave the switch off. You can also turn on only one and leave the other for them.
5. (Optional) Check project roles. After you check them, the user gets those roles when they join this project
6. Click Add, then return to the list and confirm the new member appears

If they are already your friend, you can also invite them from Project Basic Management → Invite to project. See [How to Invite Members to a Project]. After they join, complete department, team, and role in [How to invite a member and start collaboration]

Steps: edit and assignment

1. Open the member row menu → Edit, and change basic profile
2. Add to department / Set primary department: put the member on the org tree and choose one primary department
3. Add to team: join cross-department work
4. Set role: control visible modules and actions (see [How to assign user permissions]

Notes

• The Department text field in the list is not the organization department. For org assignment, use the department menu items.
• If bulk import / export says not implemented, maintain records one by one.