Creating User Profiles

The purpose of this How to Guide is to provide instructions on how to create user profiles in the physIQ portal.

Login to the physIQ portal using individuals credentials

1. From the Watchlist navigate to the Settings Icon and select Users 
   
2. Select +Add New User
   
   
3. The Add Permissions window will appear. Select the Primary Role for the user. Roles displayed will be project portal specific
                      
            If the user profile being created requires group restrictions, proceed to Step 4
             If the user profile being created does not require group restrictions, proceed to Step 7
4. Select Secondary Role and check the user role displayed
5. Select appropriate User Group(s ) new users should have access to
                    
6. Select Continue
7. The User Details  window will appear. Proceed with account creation by completing all required user details. Once entered, select Continue 
8. The Set Password window will appear. Select Send password setup email 
9. Select Save. Once saved, the user will receive an email to create their password    
                  

Need further support? Contact our technical support line at (855)-869-9054