How to Add Users

Create user accounts with names, email addresses, and roles so your team can access R2 with the right permissions and receive assignments.

Before You Start

Understand what user records are used for and what details you should have ready before creating a new user.

What a User Is

A User is a person in your organization who can access your R2 system based on the permissions assigned to their role.

What You May Need

Have the user’s first name, last name, email address, and the correct role ready before you begin.

Why Roles Matter

The selected role defines the user’s access level and helps control what they can view, manage, and update in the system.

Add User

Create the user record, assign the appropriate role, and review the saved record once it has been added to the system.

Open the Users page

Open the Users page from the left sidebar navigation.

Start a new user record

Click Add User to create a new user record.

Enter the user’s name

Enter the user’s First Name and Last Name so the record is clearly identified in the system.

Enter the user's last name — Enter the user’s last name.

Enter the email address

Enter the user’s Email address. This will be their primary email for login and notifications.

Select the user role

Select a Role to define the user’s permissions and access level.

Save the user

Click Add User to save and add the user to the system.

Open and review the record

Open the newly created user to view their full record, then review the details to verify everything is correct.

Open the newly created user to view the full record — Open the newly created user record.

Review the user details and verify everything is correct.

Build the User Record

Once the user is created, continue managing the record so permissions, assignments, and related activity stay organized.

Review Access

Confirm the selected role matches the level of access the user should have in your system.

Manage the Record

You can edit the user later if names, email details, or permissions need to be updated.

Assign Work

Once the user exists, they can be assigned tasks and included in your ongoing workflows.

User Roles

Understand how each role affects access, permissions, and what the user can do in your system.

Admin

Full system access with the highest level of control. Admins can manage records, users, and overall system activity.

Manager

Broad access for managing records, workflows, and day-to-day operations, without full admin control.

User

Standard access for completing assigned work, updating records, and participating in daily workflows.