1. Open the Profile menu in the top-right corner and select users.
2. Click Add User
3. Fill out the new user form with a Display Name, First Name, Last Name, and Email.
   
4. Select Add Roles.
5. Use the + Add New Role tool to assign a new role to the user based on their permission levels and locations. At least one Role is required unless the user is an approver. If the user is an approver, select the User is an Approver? Click here button.
6. Click +Save User

Note:

• When creating a new user, the phone number field is optional. The Yellowfin ID will automatically populate after the user registers their account.
• The role with the least permissions is the Requester. The most permissions is the Transportation Admin.
• Refer to the Roles option under profile as a dictionary of the roles.
• Some roles are mutually exclusive; for example, a user wouldn't be a site admin and a read-only site admin.

Updated June 26, 2026 20:49