# ◾ How to Create an SP User ## Create an SP User Creating an SP user starts with creating a new user: 1. Click + New to create a new user account on the right under Users. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/d8089dd5-9998-401c-bd44-92fd2640f87e/135921734.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=2ddf45403893d2bab15aad5b8aab0a8c6341265f9ec1088ea999c817040ef57c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 2\. Before any other setting, enter the * First or last name **(at least one** of the two) * email address * and password These details are **mandatory** to continue editing a new user account. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/dae49338-6363-4f29-83fa-dee7e0eca87f/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=d246e714074623052af2e4778e0468c5a1e738de09aef82f75b912962862097a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1087.5x479") Once all the mandatory details are filled in, faded areas become **editable**. :::tip Assigning users a UCID for easy identification is recommended, but not required. ::: 3\. Use the Role drop-down to assign the default SP role to the user. :::info Roles can also be assigned later on: see more about [**role assignment here**](/doc/edit-user-pop-up-p53l4RpOgR). ::: 4\. Put the user in a group. :::info User group membership can be managed in **Groups**; find more information [**here**](/doc/edit-user-pop-up-p53l4RpOgR). ::: :::tip See also [How to Create a New User](/doc/how-to-create-a-new-user-EAlc5BIDrv) ::: ## Additional Tabs When creating an SP user, three additional tabs are added to the **New/ Edit User** window. ### Personal Details The SP's basic information can be registered in **the Personal Details section**. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/08815402-a84e-480d-b1f4-14809c4e7ee5/140247052.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=616d0118241cecbd4f1ec2416367f0e66d7e6132ee75d22807a964eff6b80fd6&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) ### Custom Fields Custom fields for further personal details can also be added here. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/17e57404-04ce-4b26-b272-9f350e77d4a6/custom%20fields_edit%20user.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=65b0a02717e433816e732e8e9b02bd377e14d4f3a3de69e2d828bb41022ea033&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =514x588") * :::info **Note About Custom Fields** Each new custom field added to an SP user will appear on **every other SP profile** in **Personal Details**. :warning: If a custom field is deleted at an SP, the field and its contents will be **removed from all other SP profiles** as well **and cannot be restored**. ::: :::tip The exported [Batch User Create](https://kb.learningspace.elevatehealth.net/doc/batch-user-create-KqZQGjRkyv#h-b-download-data-of-an-existing-group) (BUC) Excel files display the content of the Custom fields, allowing users **to search/filter SPs** based on the values of the Custom fields. The associated values are displayed **in one cell**, separated by a comma, for each SP. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/7eab7d04-e968-4eeb-8e33-acf6b3ff5457/excel_custom%20fields.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=ac3abd69fa3ad47a61c8636ffacbcd28f06f9180d778504559c2f9843270586d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =2725x658") ***NOTE:*** **Updating** custom fields and their values through [**Batch user** **upload**](https://kb.learningspace.elevatehealth.net/s/ae6670cf-7680-4308-9378-7bad117623ac) **is __not__ available** ::: ### **Physical & Medical History** **Physical & Medical History** is for entering keywords for the medical conditions the SP can portray. :::success **Search SPs by Medical Condition** Use the Smart Search Bar in [**Users**](/doc/user-manager-jY5BSEdZwv) to find SPs by the particular conditions they can portray: * Select "SP" as the type of user. Additional checkboxes appear. * Select the Medical History checkbox to search for the medical conditions of SPs. * Enter your keyword in the search bar. The system will list every SP with the condition registered at **Physical & Medical History** in their profile. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/b9150cb1-ea4a-4778-bc7c-778525d29ed8/135921735.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=837e7584861b97cec11a1ab045e9f2a83794b9cec7f4d6146bbde6a5023d0e40&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =685x470") ::: ### Activity **Activity** logs the latest SP data entry instances and sorts them by Cases and Activities. Any other action performed by the SP can also be registered manually. Logs can also be deleted with the red minus sign. :::tip For further information, please visit our [User Manager](/doc/user-manager-jY5BSEdZwv) pages. ::: --- **Documents** - [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB) - [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY) - [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt) - [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT) - [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV) - [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg) - [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0) - [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ) - [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC) - [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9) - [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC) - [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS) - [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)