Add User

📍 To access Add User, go to: More > Users > Add User

🛡️ Note: If your location is using SSO, you cannot add or delete users directly in RedFlag. To add a new SSO user, please refer to the Microsoft SSO Configuration or SAML Configuration articles.

Overview

Users are individuals who log in to the RedFlag platform to send messages and manage account settings.

The number of users you can add depends on your RedFlag subscription plan. If you exceed your user limit and need to add more, you may upgrade your plan to increase the allowance.

Add a User

To add a new user:

• Go to More > Users > Add User.
• Enter the user’s First Name, Last Name, and Email Address.
• Select the Role Type (e.g.,Super Admin Admin, Editor).
• Check the box next to the Location the user should have access to (most users will only see one location listed).

Additional Access Options

Restricted Folders

If the location uses restricted folders, click the Restricted Folder button to grant the user access to specific folders. Folders can be restricted at the Admin or Editor level. Note that Account Admins and Super Admins have access to all folders and cannot be restricted.

Group Access (Editor Role Only)

If the user is assigned the Editor role, click the Groups button to specify which recipient groups they can send messages to.

Chat Access

If the location has 2-way chat enabled and the user needs chat access:

• Check the box next to Chat.
• Click the Inboxes button and select the inboxes the user needs.
• Selecting "All" grants access to all current and future inboxes.
• Selecting specific inboxes limits access to only those inboxes and excludes future ones.

🛡️ Note: Email addresses cannot be updated in the platform. If a user's email changes, you must delete the user and re-add them with the new email address.