Add Users to Your Organization: Create API or Regular Profiles on Bloquo Platform

Guide: Add User to Your Organization

🧑‍💼➕Guide: Add User to Your Organization

This guide explains how to add new users to your organization on the Bloquo platform, either as regular platform users or API users.

Step 1: Access the Add User Feature

Step 1.1: Locate the action button

  • Go to the "Team" screen

  • Click the "Add User" button in the top-right corner

Step 1.2: Start the process

  • You’ll be redirected to a new screen

  • A form will appear on the right side

Step 2: Choose the User Type

Step 2.1: First field of the form

  • Select between:

    • API User: For system integrations

    • Regular User: For access to the web platform

Step 2.2: Make your selection

  • Choose based on your needs

  • Confirm your selection in the dropdown

Step 3: Create a Regular Platform User

Step 3.1: Fill in required fields

  • Name: Full name of the user

  • Email: Valid address

  • Phone: With area code (DDD)

Click Confirm to complete creation.

Step 4: Create an API User

Step 4.1: Fill in the name field

  • Enter a name identifier for the API user

Step 4.2: Confirm creation

  • Click the Confirm button

Step 4.3: View credentials

A pop-up will show:

  • Client ID

  • Client Secret ⚠️

Step 4.4: Save the Client Secret

⚠️ IMPORTANT: You will not see the Client Secret again.

Copy and store it securely. If lost, a new API user must be created.

Step 5: Verification and Access

Step 5.1: Check in the Team table

  • Return to the "Team" screen

  • Confirm the new user appears in the list

Step 5.2: Final access setup

  • For regular users: After completing First Access, the user will have full access

    • Related Articles

    • Guide: Add User to Your Organization

      Guide: Add User to Your Organization This guide explains how to add new users to your organization on the Bloquo platform, either as regular platform users or API users. Step 1: Access the Add User Feature Step 1.1: Locate the action button Go to the ...

    • Guide: User Management

      ?‍? Guide: User Management This guide provides a step-by-step walkthrough for managing users within the platform, including creating regular users and API users, configuring permissions, and editing or deleting users. Step 1: Accessing the User ...

    • Guide: Team Screen (User Management)

      Guide: Team Screen (User Management) This guide explains the features of the Team section, where you can manage internal platform users for your company. Step 1: Accessing the Team Screen Step 1.1: Navigation Click “Team” in the main menu A user ...

    • Guide: Platform Settings - User Personalization

      ?️ Guide: Platform Settings - User Personalization Step 1: Accessing the Settings Tab Step 1.1: Navigate to Settings Go to the main menu of the platform Click on "Settings" in the side menu Step 1.2: Understanding the Functionality Purpose: ...

    • Guide: Customer Screen

      Guide: Customer Screen This guide covers all features of the Customer screen, including viewing, managing, and interacting with customer data. Step 1: Viewing the Customer Table Step 1.1: Accessing the Screen Upon accessing the Customer screen, ...