Create a User

Last updated: Apr 17, 2026
Who can complete this task? Vault CRM Basics: Vault Admin

To create a user:

  1. Navigate to Admin > Users & Groups, and click Create. Screenshot step 1

  2. In the Domain User field, begin typing the user’s email address. A dropdown list displays:

    • If the user is a part of your Domain, select them from the list.
    • If the user is not a part of your Domain, click Create Domain User and enter their information in the pop-up window. Click Save. The system populates all known information in the General Info and Account Details sections.
    Note Avoid using mixed case in user names. For example, use first.last instead of First.Last.
  3. Enter any contact information that has not been populated by the system.

  4. Select the appropriate Security Profile.

  5. Set the Security Policy associated with the user:

    • Basic (non-SSO)
    • Single Sign On (SSO)
  6. Select the desired Activation Date if you want the account to become active at a later date, otherwise click Today. Screenshot steps 4-6

  7. Select the User Type.

  8. Select the Country. Screenshot steps 7-8

  9. Click Save. Screenshot step 9