This article will show you how to create a new user from a blank template.
Instructions
- The first step is to navigate to the User Menu > Settings
- Select User and Global Settings
- Select Users
- Select New User
- 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
- 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
- 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)
- Fill out Boards & Committees fields
- Has Access to Boards & Committees: Check to give the user access to boards and committees
- Select Save Changes to save and add the new user
- Current Access will appear under the user's profile
Comments
Let us know what was helpful or not helpful about the article.0 comments
Please sign in to leave a comment.