Administrators can add users to Helix Plan. Users must be added before they can log in to Helix Plan.
1. Click Admin.
The Admin area opens.
2. Click Users.
The Users list opens.
3. Click New.
The New user dialog box opens with the Information category selected.
4. Enter basic information for the user.
- Name — Enter the user's name. We recommend using the user's full name (e.g., John Smith).
- Sorting Name — Optionally enter a different name than the value in the Name field to sort the user the name.
- Email — Enter the user's email address, which is used for emails automatically sent by Helix Plan.
- Password — Enter a password for the user and confirm it.
5. Select any Security options.
- User must change password next logon — Requires the user to change their password the next time they log in to Helix Plan.
- Password never expires — Never requires the user to change their password.
- User cannot change password — Prevents the user from changing their password.
- User cannot log in using Helix Plan password — Prevents users who are logged in using the Helix Plan authentication integration from logging in with their Helix Plan password.
6. Select User can change their avatar to allow the user to to change their avatar displayed in Helix Plan. See Setting personal options.
Administrators can also change user avatars. See Changing user avatars.
7. Click the User groups category to add the user to groups.
Select a group to add the user to in the Available groups list and click > to add them to the Member of groups list. To remove the user from a group, select them in the Member of groups list and click <. 
indicates a global group and 
indicates a project group. See Managing global and project user groups.
8. Click OK.
The user is added.
9. Select the user in the Users list and change any Profile settings, which provide access to different areas of Helix Plan. See Changing user profile settings.