To create a new user, go to the Administration menu, click Users.
This will open the Users Index. Click the + Add User button in the lower right to begin creating a new user.
This will open an Add User pop-up. Enter the user's first and last name, email address, and select a Group to add them to from the dropdown. Then click the + Add User button:
Note: The user's email address will be their username to log into DevResults.
This will open the User Details screen. You may enter any other information you'd like to add. Be sure you've filled out:
- Name: If the person only uses one name, add it as their first name.
- Organization: Partners MUST have their correct organization listed. The organization for each partner MUST BE THE SAME organization that is listed on the partner's implementing mechanism under "Partner Organization". This is how partners are given access to their activities. Start typing the name of the organization and select the organization when it appears in the search list. Before ever adding a new organization, confirm in the Organizations list (Administration > Organizations) that an organization is not yet added. Be sure to look for the full name of the organization, not just the acronym.
- Permissions Group: this determines which portions of the site the user can access and what actions they can complete.
- Send the new user a password to log in by clicking the Assign new password button. An email will be sent to the new user.
When you click the Assign new password button, it will open a Change Password pop-up.
The system will auto-generate a random temporary password. If you don't want to use it, click choose a different password and type in any password you like.
If you'd like the system to email the user with their password, be sure the Send an email with the new password box is checked.
Then click Save.
Next, you can assign the user to one or more activities.