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How to add users

This article walks through adding users to your Mobly org. It's admin-only — you'll need the Mobly Admin role to access the Users tab in the Hub.

For bulk adds (more than a handful of users at once), see How to bulk upload users.

The two ways to add a user

From the Hub Users tab, the Add User button opens a dropdown:

  • New User — fill out a form in the Hub. Best for adding one or a few users.

  • Import from CSV — upload a spreadsheet. Best for adding many users at once.

Add a new user from the form

  1. In the Hub, go to Users and click Add User → New User.

  2. Fill in the required fields: First Name, Last Name, Email.

    Optional fields help your reporting later: Phone Number, Address, Job Title, Company Name, LinkedIn, Facebook, X (Twitter).

  3. Toggle Send Welcome Email to send the new user a sign-in email immediately. If you leave it off, the user is created but won't get an email — you can trigger one later from the Users table.

  4. Click Save.

New users are created as Client by default. If someone needs to be a Mobly Admin instead, contact your CSM after creating them — see User roles in Mobly.

What the new user sees

When you send the welcome email, the user gets an email from support@getmobly.com with a 6-digit PIN code and a link to complete setup. Their flow:

  1. Click the link in the email.

  2. Enter the 6-digit PIN.

  3. Set a password (or sign in with SSO if your org has it configured).

  4. They're in.

If they don't receive the email within a few minutes, ask them to check spam. If still nothing, you can resend from the Users table — click into the user and use Resend Welcome Email.

SSO orgs — auto-enrollment

If your org has SAML/SSO configured, users with a matching email domain can sign in directly — Mobly auto-creates the user on first login. You don't need to add them manually for SSO to work.

You can still pre-add users via this flow if you want to assign them event access before they sign in for the first time.

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