Adding a New User

This guide explains how to add new users to both parent tenant instances and child customer instances in Synthreo’s Tenant Management portal.

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Adding a User (Parent Tenant)

Prerequisites

• Access to Tenant Management portal with appropriate permissions
• User’s email address
• User’s first and last name

Steps

1. Go to https://admin.synthreo.ai
2. Click User Management in the left sidebar
3. Click the Add User button at the upper-right corner
4. Enter:
   • User Email (also used as the username)
   • First Name
   • Last Name
5. Click Save to create the account

Note

New users automatically receive ThreoAI app permission. You can add more permissions afterward - see Managing Permissions.

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Adding a User to a Child Customer

Prerequisites

• Access to Tenant Management portal with permissions to manage customer tenants
• User’s email address
• User’s first and last name

Steps

1. In Tenant Management, click Customers in the left sidebar
2. Search for the tenant name of the child customer
3. Click the meatballs menu (three dots) to access the customer detail page
4. Go to the Users tab
5. Click Add User and enter:
   • User Email (also used as the username)
   • First Name
   • Last Name
6. Click Save to create the account

Note

New users automatically receive ThreoAI app permission. You can add more permissions afterward - see Managing Permissions.

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What Happens Next

• The new user receives a welcome email with setup instructions
• The setup link is valid for 7 days
• After completing setup, the user can access assigned applications immediately

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Resending a Welcome Email

For Parent Tenant Users

1. Go to https://admin.synthreo.ai
2. Click User Management in the left sidebar
3. Locate the user in the list
4. Click the envelope icon

Note

If the envelope icon is not visible, the user has already set their password.

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For Child Customer Users

1. In Tenant Management, click Customers in the left sidebar
2. Search for the tenant name of the child customer
3. Click the meatballs menu (three dots) to access the customer detail page
4. Go to the Accounts tab
5. Click the eye icon beside the user’s name

This opens the Tenant Management view for that child customer. From there, follow the same steps as For Parent Tenant Users to resend the welcome email.

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Troubleshooting

If the setup email is not received:

1. Check the Spam/Junk folder
2. Verify the email address entered is correct
3. Resend the welcome email using the steps above
4. Contact Synthreo Support at help@synthreo.ai if the issue persists

Issue	Cause	Fix
Add User button not visible	Insufficient administrative permissions	Verify your account has Owner or Admin role in Tenant Management
Duplicate email error on save	A user with that email already exists in this tenant	Check User Management for an existing account with the same email
Welcome email not received	Email in spam, or address entered incorrectly	Check spam folder, verify the address, then resend
Setup link expired before user acted	Link is valid for 7 days only	Resend the welcome email to generate a fresh setup link

Best Practice

Use the user’s email address as both their email and username to maintain consistency.

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FAQs

Can I add multiple users at the same time? The current interface creates one user at a time. To add many users efficiently, create each account in sequence and use the resend welcome email feature to batch-notify users once all accounts are created.

What if the user’s name changes after the account is created? Navigate to the user in User Management, open their profile, and update the first or last name. The email address (username) cannot be changed after account creation.

Can a user belong to both a parent tenant and a child customer? No. Each user account exists within a single tenant. To give someone access at multiple levels of the hierarchy, a separate account must be created at each level.