Overview
The Add New User workflow in the Identity & Access section creates a user identity and binds it to security controls, organizational attributes, devices, and external directory services before activation.
You can add users in three ways: manually with this workflow, in bulk by uploading a CSV file, or by importing them from a connected directory such as Google Workspace or Microsoft Entra ID.
Step-by-Step Configuration
Step 1: Enter User Details
Defines the user’s primary identity record and authentication parameters. Required fields establish the login principal, while optional fields populate security, organizational, and profile metadata.
User Information
First Name
Last Name
Display Name
Email Address
Primary authentication identifier
User Security Settings (Optional)
MFA Enforced
Requires MFA enrollment after initial login
MFA Setup Deadline
Grace period for MFA completion
Temporary Password
System-generated credential (48-hour validity)
Force Password Reset on First Login
MFA Allowed Method
Permitted second-factor type (e.g., Email OTP)
Role
Assigns platform authorization scope
Employment Information (Optional)
Job Title
Department
Employee ID
Start Date
Manager
Personal Employee Information (Optional)
Profile Photo
Home Address
Alternate Email
Phone Number
Date of Birth
Description
Click Next to proceed.
Step 2: Assign User Groups
Associates t
he user with logical group entities to inherit policies, configurations, and automated assignments.
Select one or more User Groups
Groups indicate:
Group type (Static, Dynamic, Directory Synced)
Member count
Creation date
Search, filter, or sort as required
Click Next to continue.
Step 3: Associate Devices
Links managed devices to the user account for ownership tracking, policy application, and activity correlation.
Devices display:
Device name
OS and version
Last activity timestamp
Multiple devices can be assigned
Click Finish & Save User.
Final Confirmation and Activation
Confirms user creation and controls account activation timing.
Displayed Information
User name
Email address
Display name
User state (Pending by default)
Activation Options
Activate Now
Schedule Activation
Send Activation Email
Save and Create Another User
Contact Support
If user provisioning or activation fails, contact Trio Support with:
Organization ID
User email
Failed step name
Timestamp