Create a Showpad user

Create users in Showpad to provide them with access to the latest content and relevant learning materials. There are three main roles in Showpad: administrator, manager, and user. You can add users individually or in bulk.

The three primary roles in Showpad are:

• Administrators are responsible for setting up the organization's content structure, managing content, creating and managing users, adapting settings, and analyzing content and user statistics.
• Users - typically sales reps - use Showpad on a mobile device or through the Web App and can only interact with the content assigned to them.
• Managers have the same access as users, with the added ability to view the My Team hub, which allows them to monitor their team’s progress on learning initiatives.

See how it looks

You need this to succeed

The quick way

1. Navigate to Users
2. Click Add users, and then click Create New User
3. Fill in the information, and click Create

Do this step by step

1. Navigate to Users.
2. Click Add users, and then select Create new user.
3. Fill in the necessary information:
   • Name
   • Last Name
   • Email address
   • Language: This field indicates the user's preferred language. It doesn't control in which language Showpad is visible to them. The language displayed is controlled by the user's system or browser setting.
   • Time Zone: This field indicates the users’ local time zone. It doesn't affect the time of scheduled announcements.
   • Countries: Indicates the country or region the user resides in. 
   • Company 
   • Position
   • Phone number
   • External ID 
   • Status: Active or Deactivated.
   • License type: Select Direct or Partner.
   • Product Licenses: Toggle which product licenses this user will have, Content and/or Coach.
   • Role:
     • Users can browse and share content, and access learning material.
     • Administrators can manage content and users.
     • Managers have access to the My Team tab for coaching.

       Note: When creating a Manager, you'll see the Groups Assigned to Manager field. Users in the groups you assign here will appear in the My Team hub.

   • User’s Groups: You can assign the groups your new User will belong to.
   • Direct Manager: You can choose a direct manager for the new user
   • User groups: Select any user groups from the dropdown menu that you want the user to be assigned to.
   • Password: Select whether you want the user to choose their password upon account confirmation or specify it. If you choose the latter, you can force users to reset their password on their first login. Passwords must not include the company name or the users first or last name.
4. If you want to keep the modal open to create another user, check the Create another user box.
5. When you’re ready, click Create user.
6. Newly created users will receive an automatic invitation email with instructions. These instructions explain where to sign in on Showpad, display the login credentials, and the links to mobile apps and email plugins.
   • If you've selected Let user choose a password upon account confirmation, the user will receive the same invitation email with a Confirm Your Email button. When clicking it, they will be redirected to the Showpad instance they've been invited to, where they can choose a password and create their account.
   • To hold all invitation emails or add a custom message in the footer of the email, read this article.
   • For security reasons, admins or users who have forgotten their passwords must reset them after 10 failed sign-in attempts.

In the next article, you'll learn how to import multiple users at once.