You may create as many user accounts as you wish. All user accounts must be for named individuals. To create an account for a new user:
- Log in to the Admin panel.
- From the main dashboard, go to the Account tab.
- Now click the Contacts tab. A person must be a contact in your system first. If the person is not there, Click the Add link to add them as a contact
- Complete all fields in the Add Contact form and click save.
- Once the person is a contact, you can then make them a user. On the contacts screen, you will see all contacts who are not yet users. For each, you should see an icon in the user column. Click this icon to launch the create user form. This will allow you to create a user account for the respective contact.
- Complete all fields in the Add/Edit User form
- Contact Info:
- Title, phone are required.
- Contact Type:
- Owner is the official owner of the account
- Administrators can make changes to the subscription
- Contacts can receive help but cannot make changes.
- Permission Profile: This determines the user authority when interacting with the application.
- Select the person's authority level (Volunteer, Staff, or Admin). The main difference is that Admin level users can add and edit users, approve broadcast emails, and other sensitive actions.
-
- Module Access: This defines which modules your new user will have access to. Check each module that you want the new user to be able to use.
- Support. Select whether the user can request and receive support.
- Once you click Save, the system generates an automated email to the email address entered and invites the person to log-in to the system.