User Management


 

Create New User from Blank Template

Overview

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

Instructions

  1. Navigate to the User Menu in the top-right corner
    15.png
  2. Select Site Settings
    16.png
  3. Scroll to Users in Users and Security section
    17.png
  4. Click on New User button in the upper right corner
    18.png
  5. Fill in fields
    • User Details:
      20.png
      • Login: Enter your username
      • First Name: User's first name
      • Last Name: User's last name
      • Email: User's primary email
      • 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
      • Enabled: Select to choose their account as active and viewable
      • 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
      • Can Access BoardView: Select their access to Boardview
      • Can Access Boards & Committees: Select their access to boards and committees
      • Which event templates I can create events: Select which event templates the user can utilize
    • What Agendas & Departments User Can See:
      21.png
      • Available Agenda Types: Select agenda types user can view
      • Available Agenda Items By Dept: Select agenda items user can view
    • What Areas User Can Access: Choose from the following items to select additional access permissions
      22.png
      • Analytics: Select access to Analytics area
      • Citizens: Select access to Citizens area
      • Events: Select access to Events area
      • Event Templates: Select access to Event Templates area
      • Home: Select access to Home area
      • Security: Select access to Security area
      • Setup: Select access to Setup area
      • Agendas: Select access to Agendas area
      • Minutes: Select access to Minutes area
      • Search: Select access to Search area
      • Image Library: Select access to Image Library area
  6. Select Save at the top of the page
    23.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback