Overview

This article explains how to manage and create new users within the Pear Suite Platform. By adding users and assigning specific organization access and roles, platform administrators can ensure team members have the appropriate permissions to perform their duties effectively.

Step 1 – Access Users Section

1. Navigate to the left-hand menu
2. Click on the Users icon to open the Users Section

Step 2 – Initiate User Creation

1. Navigate to the top right-hand side of the Users page
2. Click the Add User button to open the user creation form

Step 3 – Complete User Details

1. Enter the required user information into the pop-up form, including:
   • First name
   • Last name
   • Email address
2. Optionally fill in additional fields such as title, phone number, date of birth, or location
3. Complete the Organization Access section:
   • Assign the user to the correct organization
   • Select the appropriate role for the user within that organization
4. Click save to create the new user profile

Step 4 – Manage Existing Users

1. Use the search bar to locate a specific member by name
2. Use the filter dropdown to view users based on their assigned Role
3. Select a member to perform administrative actions, including:
   • Adding certificates
   • Editing member details
   • Resending the invitation link
   • Deactivating the member account
4. Click the Show deactivated user button to view or restore members who have been removed from active status

If you have any further questions about adding a user, reach out to your Customer Success Manager, and we'll be happy to help.