Creating Users

Last Updated: October 23, 2026

With roles and groups set up, users can now be created. A user's role decides what the user can do in D3, and users belong to one or more groups as an additional layer of access control. Go to Global Settings > Organization Management > Users to:

• add a new user account;

• bulk-add user accounts with file import.

Adding a New User Account

1. Select Add User.

   

2. Under Account Info and User Info, fill in the fields:

   

   • Enter a Username.

   • Enter a Password.

   • Enter a valid Email Address. The domain of the email address must be on the email domain whitelist (see below).

   • Keep Active selected to allow the user to sign in to the platform.

   • Enter a First Name and Last Name, and optionally a Phone Number.

   • Check the Time Zone.

3. Under Access & Permissions:

   

   • Choose a Role. A user has one role. To set up roles, see Adding a Role.

   • Choose one or more Groups. To set up groups, see Adding a Group.

   • Choose one or more Sites the user can access.

   • Set the Security Level (see Organization Management).

   • The + button beside Role, Groups and Sites adds a new role, group or site.

4. Select Save to add the user.

Whitelisting an Email Domain

1. Go to Global Settings > Application Settings > Email Domain Whitelist (under Email & Communication), and select Add Domain. The Permitted Domains list shows the domains already allowed.

   

2. Enter the Domain Name and select Add.

   

Bulk-Adding User Accounts with File Import

Adding a large number of users may be necessary, for example during a platform migration. Import User adds users in bulk from a CSV file instead of one at a time.

1. On the Users page, select Import User.

2. In Import Users, select download the template to get the CSV template.

   

3. Fill in one row per user with the template's columns: Username, Email Address, First Name, Last Name, Phone Number, Role, Groups and Sites. The template's example row separates several groups or sites with a semicolon (;). Save the file as CSV.

4. Back in D3, select Click to upload and choose the CSV file (.CSV files only).

5. Select Import.