Creating a New User

Every person who signs in to your PeakCommerce tenant — administrators, customer-service reps, partners, and end customers — needs a user record. Creating one provisions their sign-in and decides, from the first login, exactly what they can see and do. Getting the role and profile right up front saves you from over- or under-granting access later.

The Add User form (Settings → Users) — set the person's details, then their role and profile.

Add a user

1. Open the user menu (your name, bottom-left) → Settings → Users, then click Add User.

2. Enter the user's Email. This is both their identity and their sign-in name, so make sure it's correct — it's how the platform (and Auth0) recognizes them.

3. Choose a Role — Admin, CSR, Partner, or Customer. The role sets the broad kind of access; see User Roles.

4. Choose a Profile. The list is filtered to active profiles for the role you picked, so you only ever see relevant options. The profile carries the detailed permissions — what this user can actually open and change (see User Profile Overview).

5. For a Customer or Partner, enter the External Account ID that links the user to their billing/identity account (and an External Contact ID if applicable). This connects the person to the right account data in your billing system.

6. Click Create.

How it works

PeakCommerce tenants use Auth0 for sign-in, so you don't set a password. The new user receives an email to establish their own credentials and verify their address. They appear in the users list immediately and can sign in as soon as they've set their password. See Authentication & Security for password policy and SSO.

Gotchas

• There's no separate "name" field — a user's display name comes from their Auth0 profile after they sign in.

• Pick the Role first; the Profile dropdown only populates with profiles built for that role.

• Adding many users at once? Use the Agent API (/api/v1) — there's no spreadsheet import in the admin UI.