> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dialogshift.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create User Account

> From the admin's invitation to the first login: how to set up a new user for the DialogShift platform.

This article describes the complete process of creating a new user – from the admin's invitation through registration to the first login.

<Note>
  To create a user account at DialogShift, you must have been invited by an admin of your organization. Admins can invite new users [here](https://app.dialogshift.com/user-management).
</Note>

## Complete Workflow Video

The video shows the entire process: from sending the invitation to the first successful login.

<video controls className="w-full aspect-video rounded-xl" src="https://mintcdn.com/dialogshift/CCar8hb3sdH9f8BD/images/create-new-user.mp4?fit=max&auto=format&n=CCar8hb3sdH9f8BD&q=85&s=11c9dcddb6607dd2261726a707c4a057" data-path="images/create-new-user.mp4" />

## Step 1: Send the Invitation (Admin)

<Steps>
  <Step title="Navigate to User Management">
    Open the `User management` menu item in the DialogShift app.
  </Step>

  <Step title="Enter the email address">
    In the `Invite new users` section, click into the `Enter email` field and type the email address of the new user.
  </Step>

  <Step title="Select a role">
    Choose the appropriate user role from the `Role` dropdown. The role determines which access rights the new user receives.
  </Step>

  <Step title="Assign access">
    Depending on the selected role, you define what the user can access:

    * **`Member`, `Editor`, and `Hotel admin`:** Select the clients (hotels) the user should have access to.
    * **`Brand admin`:** Select the brand for which the user should receive admin rights.
    * **`Admin`:** No selection needed – an admin automatically has access to all clients and brands of the organization.

    <Warning>
      For the `Member`, `Editor`, and `Hotel admin` roles, at least one client must be selected. Otherwise, the error message *"Please select at least one client."* appears when you click `Invite`.
    </Warning>
  </Step>

  <Step title="Send the invitation">
    Click the blue `Invite` button. A green message in the bottom right – *"User has been invited."* – confirms that the user was invited successfully.
  </Step>
</Steps>

## Step 2: Accept the Invitation (New User)

<Steps>
  <Step title="Open the email">
    The new user opens their inbox and the incoming email with the subject *"Invitation to … on the DialogShift AI Platform"*.
  </Step>

  <Step title="Start registration">
    In the email, click the blue `New user account` button. A new browser tab with the registration page opens automatically.
  </Step>
</Steps>

## Step 3: Complete Registration

<Steps>
  <Step title="Choose a nickname">
    On the `Register` page, the email address is already correctly pre-filled. Enter your desired name in the `Nickname` field – this is the name that will appear in the chat.
  </Step>

  <Step title="Set a password">
    Set a secure password in the `Password` field.

    <Tip>
      The password must meet certain criteria (e.g. at least 8 characters, one lowercase and one uppercase letter). Criteria that are met are checked off in green as you type.
    </Tip>
  </Step>

  <Step title="Register">
    Click the `Register` button. You will then be redirected automatically to the login page.
  </Step>
</Steps>

## Step 4: The First Login

<Steps>
  <Step title="Registration confirmed">
    On the login page (`Sign in to the DialogShift AI Platform`), a green banner confirms that registration was successful.

    <Note>
      Pop-ups from your browser or password manager offering to save the password can be confirmed or skipped with `Not Now`.
    </Note>
  </Step>

  <Step title="Sign in">
    The email address is already filled in. Enter the password you just created in the `Password` field and click the blue `Sign in` button.
  </Step>

  <Step title="Done">
    You are now logged in and land on the home screen (the Messaging Dashboard). Your profile with the chosen nickname is visible in the top right corner.
  </Step>
</Steps>