This article will show you how to create a new user from a blank template.  

Instructions

1. The first step is to navigate to the User Menu > Settings
   
   
2. Select User and Global Settings
   
   
3. Select Users
   
   
4. Select New User
   
   
5. Fill in Profile fields 
   
   
   • Email/User ID: Enter User's primary email (this will become their User ID)
   • First Name: User's first name
   • Last Name: User's last name
   • Phone Number: User's primary phone number
   • Title: User's job position/title
   • Department: User's department
   • Default Security Profile: Choose a security profile for the user
     • Active: Select to choose their account as active and viewable
     • Access to User and Global Site Settings: Choose to give this user access to edit user and global settings
     • Hide From Staff List: Choose to hide this user from the staff list
     • Hide from Approvers List: Choose to hide this user from the approver list
     • Has Access to Analytics: Choose to give this user access to view analytics
       • Can Create and Manage Organizational Analytic Views: Choose to give this user the ability to create and manage views in the Analytics Module
   • User Classification: Choose to classify the user as Admin, Staff, or Board
     
6. Fill out Meetings fields
   
   
   • Has Access to: Select if the user has access to Meetings, Meetings Site Settings, and/or Board Portal
   • Meetings Security Profile: You must select a security ID if the user has access to meetings
   • Access to Meeting Types: Give the user access to All Meeting Types or Select Meeting Type(s)
   • Access to Agenda Items: Choose to give the user access to All Items, My Items Only, My Department(s) Items Only, or Specific Departments
7. Fill out Events fields
   
   
   • Has Access to: Select if the user has access to Events and/or Events Site Settings
   • Access to Create/Edit Events With Selected Templates: Choose if the user has access to All Event Templates or Selected Event Template(s)
8. Fill out Boards & Committees fields
   
   
   • Has Access to Boards & Committees: Check to give the user access to boards and committees
9. Select Save Changes to save and add the new user
   
10. Current Access will appear under the user's profile