Onboard a new user

Add colleagues to your organization so they can sign in to the Varco portal with the right level of access.

Before you start

• You need permission to view and manage users (the Users item appears under Access when your role allows it).
• Decide which role the person should receive. Roles define what they can see and do in the portal.

Create or invite a user

1. Open Access → Users in the side navigation.
2. Use Add user (or the equivalent action on your screen) to open the creation form.
3. Enter the person’s email and name as required by your organization’s policy.
4. Assign a role that matches their responsibilities. If your workflow uses temporary access, set an expiration when that field is available.
5. Save the user.

The new user will complete setup through the normal sign-up or invitation flow your organization uses (for example verifying email or setting a password on first login).

After the user signs in

• They land on the Dashboard and see only the sections their role allows.
• They can open Profile from the top bar to change password, manage two-factor authentication, and update personal settings.

Tips

• Prefer the smallest role that still allows the job, then expand if needed.
• When someone changes teams, update their role in Users instead of creating duplicate accounts.