Creating New Users in PractifiU

Overview

As a Manager in PractifiU, you will have the ability to create new users in your group. Since PractifiU is a different platform from Practifi, new Practifi users will not automatically have access to PractifiU. Once created in PractifiU, the new user will receive a welcome email where they'll be able to click a URL and set their password to access the platform. They will then be able to access PractifiU and the course catalog. For information on creating a user in Practifi, please consult our Creating New Users article. 

• Creating a User
• Considerations

Creating a User 

To create a new user in PractifiU, do the following: 

1. Log into PractifiU using your credentials. You will need to be designated as a Manager in order to create a user. If you are not designated as a Manager and need this access, reach out to your firm's CSM or to our Practifi Support team. 
2. From the primary navigation menu located on the left-hand side of the PractifiU screen, select Users to open the list of PractifiU users in your firm.
   
3. Select the Actions menu located on the upper right-hand side of the Users list. 
4. From the drop-down menu, select Create. 
5. On the New User page, enter an email address and a first and last name.
6. Leave the Send invite to user? option enabled. This ensures that your new user receives their welcome email. 
7. Ensure that the Group Memberships drop-down has your firm's group name selected. This field auto-defaults to your group. 
8. Once all information is entered, select Save to finalize the user creation. The user will receive a welcome email inviting them to join PractifiU and set their credentials. 
   
   

Considerations

If a user's profile is not displaying within your users list after creation, it is likely due to them being a pending user and needing to log in to PractifiU for the first time. Pending users are not associated with your group until their initial log-in and can only be viewed by Practifi. For assistance with resending an invite to a pending user, please reach out to your CSM or Practifi contact.