Adding New Users to Your Klir Platform

Note: Only Organisation Administrator user type to create users. No access to the Administration area? Check with your Admin.

It's worth thinking through what the new user will need to do in Klir before diving in — getting their roles right from the start saves a lot of back-and-forth later. Not sure how roles work? Start with How Permissions Work first.

Let's Get Started!

Step 1 — Go to Administration > Users

Use the left-hand menu to open the Administration area, then click the Users tab. You'll see a list of everyone already set up.

Click + New User on the right to open the form.

Step 2 — Fill in the three tabs

Tab 1 — User Details

Fields marked with a red asterisk (*) are mandatory. The key ones to know:

Field	Notes
Username	Must match their email address if your organization uses SSO (if using SSO)
Send activation email	Tick this so they get a setup link
Active	Must be checked for them to log in
Two factor authentication	Adds an extra layer of security at login
Lockout enabled	Use this to block access when needed

Hit Save when done.

Tab 2 — Roles

This is where you decide what they can do. Users can hold more than one role — permissions compound across everything assigned.

Roles for your organization might differ. Below is just an example.

Role	Access
Admin (DW / WW / ENV)	Administration areas — permit config, tags, data imports
Permit Manager (DW / WW / ENV)	Create and manage permits and tasks
Read Only (DW / WW / ENV)	View only — no creating or editing

Need something custom? Reach out to your Klir Customer Success contact and we'll tailor it to your team.

Tab 3 — Organization Units

Optionally add them to a department or division. They'll inherit whatever roles that group has — great for onboarding several people at once.

Step 3 — Done! 🎉

Once saved, they'll receive their activation email and be ready to go. To edit a user later, find them in the list and click the three-dot menu under Actions.

Ready to handle someone leaving or needing less access? Head to Removing or Reducing Klir User Access.