> For the complete documentation index, see [llms.txt](https://docs.optty.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.optty.com/partner-onboarding-docs/onboarding-via-portal/onboarding-a-user.md).

# Onboarding a User

Users can be added to any Parent or Merchant account. Each user receives a login to the Optty dashboard scoped to that account. The process is identical for both Parent and Merchant accounts.

There are two key settings to configure when creating a user:

* **Is User Admin** — when enabled, this user can add, edit, and deactivate other users within the same account.
* **Send a welcome email** — when checked, the new user automatically receives an email containing their login credentials. When unchecked, you are responsible for sharing the credentials manually.

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### 1. Navigate to the Account's Management Page

Select **Partners Management** or **Merchants Management** in the left sidebar, depending on which account you want to add a user to.

***

### 2. Open the Manage Users Modal

Locate the Partner or Merchant row in the list and click **Manage Users** in the Actions column.

![Manage Users modal with Add User button highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-8535d7ce3294be32b92d1eece00c4e63c8eda41c%2F.gitbookassets06-manage-users-modal%20\(1\).png?alt=media)

> **What you see:** The **Manage Users** modal opens, listing any existing users on the account.

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### 3. Click Add User

Click the **Add User** button in the top-right corner of the modal.

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### 4. Complete the Add User Form

The **Add User** form appears. Fill in all required fields.

![Add User form with Is User Admin toggle and Send welcome email checkbox highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-bd77cadf172c744360db9cff516854cc951892a7%2F.gitbookassets07-add-user-form.png?alt=media)

> 📋 **Is User Admin:** A user with admin rights can add, edit, and deactivate other users for this account — including creating further admin users.

> 📧 **Welcome Email:** If **Send a welcome email** is unchecked, you are responsible for sharing the login credentials with the new user securely.

***

### 5. Configure and Submit

Fill in all required fields. Toggle **Is User Admin** on if this user should be able to manage other users on the account. Check or uncheck **Send a welcome email** as appropriate. Click **Add User**.

***

### 6. Confirm the User Was Created

A green **"User Created Successfully"** notification appears at the top right of the screen. The new user now appears in the Manage Users list with **Edit** and **Login As** buttons in their row.

![User list showing newly created user with Login As button highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-19b9804acc1fc2b70d1ee931b25469f0a78cbda4%2F.gitbookassets09-user-list-login-as.png?alt=media)