What Information Do We Need to Create a User Account?

To create a new user account, certain basic details are required to ensure proper identification and system functionality.

When setting up a user, please provide the following information:

• First Name – The user’s given name.
• Last Name – The user’s family name.
• Email Address – A valid email used for communication and login purposes.
• Phone Number – The user’s phone number, including country code. Used for test calls and 2FA.
• Job Title – The user’s role or position within the organization.
• Timezone – The user’s local timezone to ensure correct time-based actions.
• **Groups **– If you have multiple, define which tenants the user should have access to

All of these fields are required to successfully create a user account. Providing accurate information helps ensure smooth communication and proper system usage.

It is in everyone’s best interest that we know our users and understand their roles. This helps us ensure that we communicate the right information to the right people.

Updated on: 07/04/2026