Administrator Guide

Adding Users

Create user accounts and initialize access.

Adding Users is used to onboard new people into SOC with the correct initial access. This workflow should balance fast onboarding with role and data-scope safety.

When to use this workflow

onboarding a new resident or operator
creating admin-managed user records after approval steps
preparing accounts for coordinator or admin assignment

Standard workflow

Confirm the user is approved for onboarding.
Create or register the user account details.
Assign the minimum role needed for current responsibilities.
Verify first sign-in and route access behavior.

Required checks

email and identity details are correct
no duplicate account exists for the same person
role assignment matches intended scope

Common issues

user cannot see expected menu items: role/permission mismatch
user sees too much: role assignment too broad
user not appearing in downstream admin lists: refresh and verify account state