How do I add a new staff user (e.g. issuing officer) in SDL Connect?

Path: Admin Settings > User Management > Users

Steps

1. Click New. Enter first name, last name, email, unique username, and password.
2. Click Save to create the account.
3. Select the new user and click Edit.
4. Set the user's primary department using the dropdown.
5. Optionally add initials, phone number, title, employee start date, hourly wage rate, overtime rate.
6. Under the Departments tab: click Add to give the user access to each relevant department. Hold Shift to select multiple at once.
7. Under the Roles tab: click Add to assign roles, then Save.
8. Reopen the user record — permissions associated with the assigned roles now appear under the Permissions tab.

Account Rules

• Username: 8–50 characters
• Password: 8+ characters, no special characters

Key Role Notes

• Admin role alone is not enough for day-to-day work — users also need the Standard User role to process form submissions.
• Admin does not include complaints.create — add this permission separately if the user needs to create complaints.
• The Permitting role is required to access or edit permit-related form settings.

To Deactivate a User Later

Uncheck "User is active" and enter a termination date.