Create a New User from a Blank Template

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

Instructions

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the User and Global Settings tile
   
4. Click the Users tile
   
5. Click the New User button
   
6. Scroll to the Profile section and fill in the Profile fields
   
   
   • Email/User ID (required): Input the new user's email address to serve as a User ID (identifier)
     
     Note: You must input a valid email address to create a new user. If you enter an email address into the Email/User ID field that has already been registered to a user on the CivicPlus platform, a popup will appear. You will have the option to continue and link the Agenda and Meeting Management user to the existing Platform user or to create this user with a different unregistered email address.
     
   • First Name (required): Enter the user's first name
   • Last Name (required): Enter the user's last name
   • Phone: Enter the user's phone number
   • Title: Enter the user's job title/position
   • Department (required): Choose the user's department from the dropdown list
   • Active: Check this checkbox to mark the account as active
   • Access to User and Global Site Settings: Check this checkbox to give this user the ability to edit user and system settings
   • Hide From Staff List: Check this checkbox to hide this user from the staff list
   • Hide from Approvers List: Check this checkbox to hide this user from the Approvers list
   • Has Access to Analytics: Check this checkbox to give this user the ability to view analytics
     • Can Create and Manage Organizational Analytic Views: Check this checkbox to give this user the ability to create and manage views in the Analytics module
   • User Classification
     • Admin (Administrator): Check this checkbox to designate the user as a system administrator
     • Staff: Check this checkbox to designate the user as a staff member
     • Board: Check this checkbox to designate the user as a board member
   • User's "My Signature" image: Click the Upload Image button to open your computer's file explorer and add a signature image for the user, if desired
   • User's "My Signature" image: Click the Upload Image button to open your computer's file explorer and add an avatar image for the user, if desired
7. Scroll to the Meetings section and fill in the Meetings fields
   
   • Has Access to Meetings: Check this field to give the user access to the Meetings module
   • Has Access to Meetings Site Settings: Check this field to give the user access to the Meetings Site Settings
   • Has Access to Board Portal: Check this field to give the user access to the Board Portal
   • Meetings Security Profile: Select a security profile from the drop-down list if the user has access to meetings
     
     Note: Users with access to the Meetings module must have a Meetings Security Profile. Meetings Security Profiles determine which actions users can take specifically within the Meetings module.
   • Access to Meeting Types
     • All Meeting Types: Check or uncheck this checkbox to give the user access to some or all meeting types
     • Select Meeting Type(s): Unchecking the All Meeting Types checkbox will reveal a dropdown list that you can use to select specific Event Templates
   • Access to Agenda Items
     • All Items: Click this option to give the user access to all items within the system
     • My Items Only: Click this option to give the user access to items they have created only
     • My Department(s) Items Only: Click this option to give the user access to items created within their department only
     • Specific Departments: Click this option to give the user access to items created within specific departments only
8. Scroll to the Events section and fill in the Events fields
   
   
   • Has Access to Events: Check this option to give the user access to the Events module
   • Has Access to Events Site Settings: Check this option to give the user access to the Events Site Settings
   • Access to Create/Edit Events With Selected Templates
     • All Event Templates: Check this option to give the user permission to create and edit events with any event template
     • Selected Event Template(s): Click this field to give the user permission to create and edit events with specific event templates only
9. Scroll to the Boards and Committees section and fill in the Boards and Committees fields
   
   
   • Has Access to Boards and Committees: Check this option to give the user access to the Boards and Committees module
10. Click the Save Changes button to save and add the new user
    
11. The new user will receive an email prompting them to log into Agenda and Meeting Management Select