To create a new user in Upvise;


1) Purchase an Upvise licence for the user (see: How do I add a new licence?)


2) Assign an Upvise licence that you have purchased to the user (see: How do I assign a licence to a user?)


3) Ensure that this user has a company added to their User profile, and a valid email address.


4) On the next Upvise sync the user should be created in Upvise, and an email should be sent to the email address with a temporary password for that user to sign in with. They will show up as a Manager type user.


For help resolving issues with this process, please see Issues with user creation in Upvise