--- title: Can I add new users to the TransactAPI admin panel? description: You can set up users through the TransactAPI Admin Panel. --- [Skip to content](https://support.northcapital.com/knowledge/transactapi-admin-panel-users#main-content) English Show submenu for translations ![TransactAPI logo (1).png\]](https://support.northcapital.com/hs-fs/hubfs/TransactAPI%20logo%20(1).png?height=30&name=TransactAPI%20logo%20(1).png) - [North Capital Resource Center](https://blog.northcapital.com/resource-center) Open main navigation Close main navigation - [North Capital Resource Center](https://blog.northcapital.com/resource-center) - English Show submenu for translations - [Go to northcapital.com](https://www.northcapital.com/) [Go to northcapital.com](https://www.northcapital.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.northcapital.com/knowledge?hsLang=en) 2. [Account & Admin](https://support.northcapital.com/knowledge/account-admin?hsLang=en) 3. [User permissions & access](https://support.northcapital.com/knowledge/account-admin?hsLang=en#user-permissions-access) # Can I add new users to the TransactAPI admin panel? ## You can set up users through the TransactAPI Admin Panel. You can set up users through the TransactAPI Admin Panel.   **First**, navigate to the Administrative View from the Admin Panel Dashboard. Select Client User, followed by Add Client User.   ![Navigation - Add Client User](https://support.northcapital.com/hubfs/Transact_API_and_Inbox__3__-_celting_northcapital_com_-_North_Capital__Inc__Mail-jpg.jpeg)      **Second**, enter Client User's information onto the form, ensuring all required fields are complete. ![Add Client User View](https://support.northcapital.com/hs-fs/hubfs/Transact_API-jpg-Nov-30-2023-06-34-26-5454-PM.jpeg?width=670&height=836&name=Transact_API-jpg-Nov-30-2023-06-34-26-5454-PM.jpeg)  - Name of User - First and last name of new Client User - Firm Name - Name of firm to associate new Client User with. - Email - Email address of Client User that is to be used for login and password reset - Phone - This is an optional field, but can be used to receive a one-time SMS code for two-factor authentication instead of Google Authenticator. - View all Offering Data - Selecting Yes gives the Client User access to all offerings associated with the Client. Selecting No offers a dropdown menu in which specific offerings can be selected for access. - Create / Edit Users - Selecting "Yes" allows the new user to create and edit other users. This should be defaulted to No unless necessary. - Allow Principal Review - No should be selected unless Client User is a representative of the broker/dealer of the offering. - Allow Export - Allows the user to export data from the system - Access Level - View Only or View and Edit can be decided on a case by case basis - Send Password Set Up - By selecting this box, the password setup email will be sent out upon successful account creation. If not selected, the option to send the password setup email will be available on the View Client Users page. (see example below) **Finally**, set the user permissions.![Transact\_API](https://support.northcapital.com/hs-fs/hubfs/Transact_API.png?width=670&height=86&name=Transact_API.png) Grant Default Access will set your new user up with minimum scopes to perform basic functions on the TransactAPI dashboard. Adding Export, Job, and Permissions will allow the user to access the export module and assign permissions for other users in your environment.  ![Transact\_API-1](https://support.northcapital.com/hs-fs/hubfs/Transact_API-1.png?width=392&height=463&name=Transact_API-1.png) Then navigate to the Legacy Permissions tab and select the Grant All Legacy Permissions checkbox. This will enable access to all background functions for the user. If you want to restrict functionality for a user, you can open the detailed permissions page and hand select functions.  ![Transact\_API-2](https://support.northcapital.com/hs-fs/hubfs/Transact_API-2.png?width=499&height=196&name=Transact_API-2.png) PLEASE NOTE: please reach out to techsupport@northcapital.com if your user needs to be able to use the new export module or the new trade review module.  - [Getting Started](https://support.northcapital.com/knowledge/getting-started?hsLang=en#main-content) - [How do I get my production API keys and go live?](https://support.northcapital.com/knowledge/getting-started?hsLang=en#how-do-i-get-my-production-api-keys-and-go-live) - [What are the standard TransactAPI integration workflows?](https://support.northcapital.com/knowledge/getting-started?hsLang=en#what-are-the-standard-transactapi-integration-workflows) - [Trades & Payments](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#main-content) - [General Trade & Payment Management](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#general-trade-payment-management) - 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