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## **Create or edit a User**    **How-to Guide**  Need to help with creating or editing a User?   _Last updated: January 18, 2022_

### Step 1 - Login

Use your email address and password to login to SortSpoke.

### Step 2 - Go to Admin page

Navigate to the **Admin** page, which can be found in the top right-hand menu. If you do not see the **Admin** page option, please [contact us](mailto:support@sortspoke.com).

### Step 3 - Go to Users page

Navigate to the **Users** page by clicking the **Users** option on the Admin page.

### Step 4 - Add a New User

Click on **Add New User** to create a new user for the account.

### Step 5 - Add User Details

Fill out the fields in the **Add a New User**. You can set the **In training** and **Permissions** settings at this time as well.

### Step 6 - Assign User to Projects

Click on the **Projects** tab and choose which project(s) to assign the user to and click the **Add** button. Initially, you will see that a user has 'No assigned projects'.

### Step 7 - Submit & Create User

After filling out the **Add a New User** form and assigning the user to **Projects**, click the **Submit** button. This will generate the account and send the welcome email to the user's email address.

**Other Actions - View User Profile**

To make changes to any existing User click the **Edit User** button.

**User Settings**

You can make the following changes to a User:

**Setting**

**User Information**

- Email
- First Name
- Last Name
- In training
- Status

**Permissions**

- Default
- Admin
- Reporting

**API Tokens**

- Generate Tokens

**Function**

- Cannot be edited after user creation. Contact support@sortspoke.com if you need help.
- Edit the User's First Name
- Edit the User's Last Name
- Users in training will not affect predictions or train SortSpoke with their feedback.
- Switch to set a user as Active (can access SortSpoke) or Inactive (cannot access SortSpoke)
- User can access documents to Sort and Extract them
- Default permissions plus User can access the Admin page and make changes to projects and users.
- Access to the SortSpoke Reports function

​Learn more about working with [creating and revoking API Tokens](https://sortspoke.com/create-an-api-token) here.

​Once you have completed making changes click the **Submit** button to finish.

## More Support Resources

We're here to help you extract any data from any kind of document.

#### Quick Start User Guide​

Looking for the latest SortSpoke Quick Start User Guide? [Click here for details](https://sortspoke.com/quick-start-guide).

#### API Reference Guide

Looking for the latest SortSpoke API Reference Guide? [Click here for details](https://sortspoke.com/api-reference-guide).