Creating a Showpad user

As an administrator, you can create and manage your organization’s Showpad users. You can create a single user or multiple simultaneously.

The two types of Showpad users that are used the most are users and administrators.

• Users -typically sales reps- use Showpad on a mobile device or via the web application and can only interact with the content that they have been assigned to.
• Administrators, on the other hand, set up an organization’s content structure, upload and manage content, create and manage users and analyze content and user statistics. To create a single user, proceed as described below.

Note: After 10 failed sign-in attempts, users and admins need to reset their passwords for security purposes.

See how it works

You need this to succeed

1. Access to Showpad's Online Platform
2. Passwords must not include the company name or your first or last name

Do this step by step

1. Click Users in the top menu.
2. Click the Create New User button.
   
3. Fill in the necessary information such as Name and E-mail address. 
   
4. Open the drop-down list and choose which role the new user will have in Showpad. Users have permission to use the Showpad apps, Administrators are able to use Showpad's Online Platform to manage content and users, Managers have access to the My Team tab for coaching.
5. If you are creating a Manager, there will be an additional field next to assign groups to the Manager. These are groups that report to a particular Manager, and these are the users the Manager will see in their My Team tab.
6. If you'd like, enter the user group(s) the new user should belong to.
   
7. Check what product licenses this user will be using: Showpad Content, Showpad Coach, or both.
   

   Note: Creating a new user always activates them automatically. This makes sure they can sign in after creation. You can deactivate users later from within the Users tab.

8. If you'd like your user to have a Direct Manager (other than a group manager or none), you can delegate that individual here.
   
9. Configure the password settings as desired. 
10. When you’re ready, click the Invite button. The user will now receive an invitation email with login instructions.
    

Note: If you modify the email address of a user after creation, a confirmation email is sent to the original email address. If this email address doesn't exist, f.e. because of a typo, reach out to our support team to change the address.