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            Add a New User to the Petly Plans Application

            Modified on Tue, Aug 4 at 10:20 AM

            Helpdesk Knowledge Base · Petly Plans · Admin · User Management

            Add a new user to the Petly Plans application

            Updated 2026Applies to: Petly Plans · Administrators · Staff SetupReading time: ~3 min

            Set up a new staff member with access to the Petly Plans application by creating a user account with the appropriate role and login credentials.

            AdministratorWhen: Staff change
            Things to know before you begin

            Username requirements

            The username must be unique. If the name entered already exists, a message will indicate the name has been taken.

            Password requirements

            • Cannot include the username
            • Must be 8 or more characters
            • Must include both upper and lower case letters
            • Must contain at least 1 number

            Profile image requirements

            • Max file size: 500 KB
            • Max dimensions: 1000 x 1000 px
            • Allowed file types: JPG, PNG, GIF

            Image cropping

            Petly Plans will automatically crop the center of the uploaded image and resize it as needed. No manual cropping is required.

            Steps
            A
            Navigate to Users
            Log in and access the user management area
            1
            Log in as an Administrator
            2
            Navigate to Users
            Admin›Users
            B
            Enter user details
            Complete the required fields for the new staff member
            3
            Username

            In the Username field, type a unique name this staff member will use to log into the Petly Plans application.

            4
            Display Name

            In the Display Name field, type the name to display within the application once this staff member is logged in.

            5
            Email Optional

            In the Email field, type a unique email address to associate with this user.

            6
            Display Tooltips

            From the Display Tooltips drop-down list, select Yes to display tooltips throughout the application for this user, or No to hide them.

            7
            Role

            From the Role drop-down list, select the security access level for this user:

            RoleAccess level
            AdminFull security access to all areas of the application.
            ManagerAccess to most areas of the application, including key reports.
            StaffMinimum security access to certain areas of the application.
            8
            User Image Optional

            In the User Image field, click Browse and follow the prompts to select an image to display for this user. See image requirements above.

            9
            Password

            In the Password field, type the password this staff member will use to log in. See password requirements above.

            10
            Repeat Password

            In the Repeat Password field, type the same password entered in the Password field.

            C
            Save the new user
            Confirm and create the account
            11
            Click Save

            Click Save to create the new user account. The staff member can now log into the Petly Plans application using the username and password entered.

            Related resources
            Remove a user from the Petly Plans applicationUpdate administrator email address to receive Petly Plans notificationsUpdate information for a Petly Plans userPetly Plans user-level access summary

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