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How do I create a User and assign them access? 

Use this step by step guide to create new users and grant them the access they need to work in the SpeakUp system. 

Step 1: Create the user:

Adding one user at a time:

  1. Click the Settings icon in the top right corner, then click "Access" and "Users".
  2. Click Add.
  3. Fill in the mandatory fields (full name, email). All other fields are optional.
  4. Click Add to finish. The user gets an email with instructions to set a password and log in.

Full details: How do I create a User?

Adding many users at once:

If you have a list of users to onboard, import them via CSV instead of adding them one by one. The file needs a name and email column, and it supports up to 10,000 users per file.

Full details: How do I import multiple users?

Creating or importing a user does not give them access to anything yet.

Step 2: If you use the Employee Hub, add the user to the "Invite user list":

If your system does not have SpeakUp Paths (Employee Hub), go straight to Step 3.

  • Employees who submit disclosures directly through Paths automatically get a SpeakUp account, and that account automatically gets access to the Employee Hub. No role is needed for this part, it happens on its own.

  • Automatic Employee Hub access is not the same as Issue access. A user only becomes eligible for a Domain or Issue role in Step 3 once they're on the "Invite user list".

  • Having access to the Employee Hub does not put them on this list. 

  • The "Invite user list" is what separates the two groups: only users on this list can later be given access to a Domain or an Issue (in Step 3).

To add users to the Invite user list: 

  1. Click the "Settings" icon in the top right corner.
  2. Go to "System", click "Configuration", then open the System access tab.
  3. Scroll to "Invite user list", search for the user, and click Add.

Full details: How do I control which Users should be given access to Issues?

Optional: Create a Group:

Instead of adding users to the Invite user list one by one, create a Group(s) and add the Group(s) to the Invite user list once.

From then on, you only need to add new users to the Group(s) itself, and they'll inherit the access. Add the Group(s) to the Invite user list first, so that any user you place in the Group(s) will automatically get Issue access without needing to be added individually.

Full details: How do I create a User group? and How do I add a User to a Group?

When you give a Group a Domain or Issue role, every member gets that exact role, with no exceptions within the group. Someone who needs a different level of access should be added individually instead of through the group. What are the roles?

Step 3: Assign access:

Now you have created the user, you should now decide how much access the user needs. A user can hold more than one of these at the same time. 

Scope What it gives the user Where to set it up
System Administrator Full access to system configuration How do I make a user a System Administrator?
Domain Access to every issue within that Domain How do I give a User access to a Domain?
Single Issue Access to one specific issue only How do I invite a User to an Issue?
Group Applies a Domain or Issue role to every member of the Group at once How do I add a User to a Group?

Domain access vs Issue access: these are not the same thing. Domain access gives the user access to every Issue in that Domain. Issue access gives access to that one Issue specifically.

Step 4: Assign an issue to the user (optional):

Once a user has access from Step 3, you can make them the owner of a specific issue. 

  1. Open the relevant issue and click the Assignee field.
  2. Select the user from the dropdown list.

Full details: How do I assign an Issue to a specific User? 

Only users who already have access to the issue appear in this dropdown.