How to Create a New User

If you have the System Administrator role, you may create new users in your account. You may create new users as long as you have available licenses. To create a new user:

• Click the Settings gear
• Click Organization Settings
• Arrive on the Organization page, with focus on the Organization tab
• Click the New User button
• The Create User modal appears
• Enter the user's First Name
• Enter the user's Last Name
• Enter the user's Email address
• Check the box to Send Email to User
  • By checking this box, you prompt FiscalNote to send the user an automated email which includes a link to set their password
• Choose Segmentation option
  • Organization Default Configuration: the user will receive the content that's available to all users in your account by default
  • Custom Configuration: allows you to restrict the content available to the user. You will make selections for the following options
    • Jurisdiction: choose data sets such as US Federal, US States, International Countries
    • Content: choose the type of data within the chosen data set(s) such as Legislation or Regulations
    • Features: choose additional features such as Reports or VoterVoice
• Click the Assign button
• New user's account is created with the Role of Users
• New user creation process is complete