---
title: Adding a user
description: "Add a user to Lab Symplified in four steps: enter their details, choose a starting point and user type, assign roles, and send the invite."
---

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3. [User Management](https://help.labsymplified.com/general?hsLang=en#user-management)

# Adding a user

## Invite a new user and set their labs and roles in four steps

Add a user in four short steps. When you're done, Lab Symplified emails them an invitation automatically.

*Requires the Add User permission, which is included in the Enterprise Admin role.*

**Setting up a shared workstation instead?** Create a station user. See [Station users](https://help.labsymplified.com/station-users?hsLang=en).

### Open Add User

Go to **User Management** and select **Add User**.

#### Step 1: User details

Enter the person's **first name**, **last name**, and **email**. Job title is optional. Depending on how your organization is set up, you may see additional fields.

- **SSO organizations:** use the email address the person signs in to your company account with, so their sign-in matches.
- **Email and password organizations:** enter the person's **Employee ID**. They'll need to enter the same ID when they register.

#### Step 2: Start from

- **Set up fresh:** choose access from scratch.
- **Copy from a user:** prefill labs and roles from someone already set up, then adjust as needed. This is a one-time copy; the new user doesn't stay linked to that person.

 

**Tip:** Copying from someone in the same job at the same lab is the fastest way to add a new hire.

#### Step 3: What type of user?

- **Lab User:** works in labs. You'll pick their labs and lab roles.
- **Admin User:** handles company administration. Admin access is shown first, and picking labs is optional.

#### Step 4: What can they do?

**Assign roles (recommended)**

- **Lab access:** pick the labs this person works in, then choose one or more lab roles. The roles apply to all selected labs. You can search and select several labs at once.
- **Different roles at different labs:** select **Set different roles per location**.
- **Admin access:** for Admin Users, choose one or more company-wide admin roles.
- **Multiple roles:** permissions from every role you assign are combined.

**Custom permissions (for one-off setups)**

- **Per lab:** expand each selected lab and choose its permissions.
- **Copy to all labs:** set up one lab, then copy the same permissions to every other selected lab.

### Review and invite

The **Effective access** summary shows exactly what the user will be able to do at each lab, plus any company-wide access. Review it, then select **Invite User**.

 

**Tip:** View Inventory is included automatically at every lab you select, so a lab with no role still lets the person view its inventory.

### What happens next

- **SSO organizations:** the user receives a welcome email with a Login link. They sign in with their company account; no password to create.
- **Email and password organizations:** the user receives a registration email. They enter their Employee ID and create a password.

If they don't receive it, you can resend it. See [Resending invitations, login IDs, and locking users](https://help.labsymplified.com/user-account-actions?hsLang=en).

### Related articles

- [Understanding user access](https://help.labsymplified.com/user-management?hsLang=en)
- [Managing roles](https://help.labsymplified.com/manage-roles?hsLang=en)
- [Viewing, editing, and finding users](https://help.labsymplified.com/view-edit-users?hsLang=en)
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