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Creating Users

Learn how to create new instance users in CoCloud.

Prerequisites​

  • Admin User account
  • Available user limit
  • User email address
  • Basic user information

Step-by-Step Process​

Step 1: Access User Management​

  1. Log in to CoCloud Customer Portal
  2. Navigate to User Management from sidebar
  3. Review current user list

Step 2: Check User Limit​

  1. View User Limit displayed at top
  2. Verify limit is not exceeded
  3. Purchase additional users if needed

Step 3: Create New User​

  1. Click Add User or Create User button
  2. Enter user details:
    • Display Name: User's display name
    • Email Address: Unique email address
  3. Set permissions (optional)
  4. Click Create or Save

Step 4: Verify User Creation​

  1. User appears in user list
  2. Status shows as "Offline" initially
  3. Credentials can be shared securely

User Details​

Required Information​

  • Display Name: Name shown in portal
  • Email Address: Must be unique and valid

Optional Settings​

  • Initial Password: Set password or auto-generate
  • Permissions: Set access level
  • User Type: Standard or Power User

Best Practices​

  • Use descriptive display names
  • Ensure email addresses are valid
  • Set appropriate permissions
  • Share credentials securely
  • Document user creation

User created? Learn about Managing Permissions.

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