Who can add a new user?
Users who belong to a group with View & Edit permissions on People can create new users.
How do I create a new user?
To create a new user, go to Administration > 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 assign them a permission Group from the dropdown. The Group determines what objects a user can see and interact with. Then click the + Add User button:
This will open the User Details screen. You may enter any other information you'd like to add, such as assigning this user to an Organization, Job Title, etc. If the user is a partner, you must assign him/her to an organization!
Send the new user a password to log in by clicking 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. In addition to a partner and an activity sharing the same organization assignment, assigning a partner to an activity is another way to give a partner access to an activity.
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