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. Click User Menu > Site Settings
    Navigate_to_Site_Settings.png
  2. Click Users under Users and Security
    Click_Users.png
  3. Click New User
    Click_New_User.png
  4. Fill in the fields
    • User Details:
      Fill_in_User_Details.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:
      Fill_in_What_Agendas_User_Can_See.png
      • Available Agenda Types: Select agenda types user can view
      • Available Agenda Items By Dept: Select agenda items a user can view
    • What Areas User Can Access: Choose from the following items to select additional access permissions
      Fill_in_What_Areas_User_Can_Access.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
  5. Click Save
    Click_Save.png



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