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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 users 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).