---
title: User Account Management (Adding New Users)
description: Navigate to Administration → User Management → Users. Click the + to add a new User. Fill in the user’s First Name, Last Name, Email, SSO user ID (if…
---

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2. [Administration](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us)
3. [User Management](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us#user-management)

# User Account Management (Adding New Users)

1\. Navigate to Administration, User Management, then Users.

![image-20260515-142452-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1844084741/image-20260515-142452-2.png?width=285&height=445&name=image-20260515-142452-2.png)

 

2\. Click the **+** to add a new User.

3\. Fill in the user’s First Name, Last Name, Email, SSO user ID (if applicable) and then add the user to the appropriate Groups. Assign the appropriate License Type and User Type for user’s access level.

![image-20260515-142534.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1844084741/image-20260515-142534-2.png?width=345&name=image-20260515-142534-2.png)

 

4\. Core Writer/Administrator users may have additional optional Access Privileges assigned (See Table 1 below and the [**Access Privileges**](https://support.rocketdocs.com/en-us/knowledgebase/wiki/spaces/rdsd/pages/211615821/accessprivileges?hsLang=en-us) product article for more information).

![image-20260515-142612](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1844084741/image-20260515-142612.png?width=415&height=373&name=image-20260515-142612.png)

 

5\. Add Content or Project Restrictions if needed (optional). Click on Save.

6\. New users will receive an email notification with a link to the web application.

7\. If it is the first time that the user is logging in, they will need to click on the Forgot Password link to set up their password.

![image-20260515-142656-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1844084741/image-20260515-142656-2.png?width=382&height=306&name=image-20260515-142656-2.png)

 

8\. Users will receive a password reset email and once reset, they will receive a confirmation email to confirm that the account has been successfully set up.

![image-20260515-142723.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1844084741/image-20260515-142723-2.png?width=418&name=image-20260515-142723-2.png) ![image-20260515-142742-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1844084741/image-20260515-142742-2.png?width=422&height=279&name=image-20260515-142742-2.png)

---

#### **📋Note:**

Bulk changes or additions can be made by exporting the users, updating the .csv file, and importing the updated file back in. Our [**USER IMPORT GUIDE**](https://support.rocketdocs.com/en-us/knowledgebase/wiki/spaces/rdsd/pages/2242117633/excelimportguideusers?hsLang=en-us) provides step-by-step instructions on how to use this function.

![image-20260515-142914.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1844084741/image-20260515-142914-2.png?width=548&name=image-20260515-142914-2.png)

---

#### **📋Tip:**

Click anywhere on the user account line to open the side panel to edit an existing user’s name, email, SSO ID, user groups, license type, or access privileges.

---

 

| **License**: User Type | **Core**: Administrator/ Writer | **Core**: Field User | **Core**: Read-only | **Contributor** |
| --- | --- | --- | --- | --- |
| Search own content\*\* | **X** | **X** | **X** | **X** |
| Access External Files\* | **X** | **X** | **X** | **X** |
| Use Generative AI | **X** | **X** | **X** | **X** |
| Search content database\* | **X** | **X** | **X** |  |
| View My To Do list in Control Center | **X** |  | **X** | **X** |
| Reassign questions to other core users\* | **X** |  |  | **X** |
| Edit content records\* | **X** |  |  | **X** |
| Add content records | **X** |  |  |  |
| Generate RapidDocs | **X** | **X** |  |  |
| Manage Projects | **X** |  |  |  |
| Assign Project questions to Contributors | **X** |  |  |  |
| Download Project documents | **X** |  |  |  |
| Use Project document parsing | **X** |  |  |  |
| Access Reports\* | **X** |  |  |  |
| Manage RapidDocs Templates\* | **X** |  |  |  |
| Manage Users and User Groups\* | **X** |  |  |  |
| Manage Content Settings\* | **X** |  |  |  |
| Manage Project Settings\* | **X** |  |  |  |
| Manage System Settings\* | **X** |  |  |  |
| Manage Notification Settings\* | **X** |  |  |  |

 

\*These are permission-based functions.

\*\*Where the user is listed as the SME

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