How do I create additional users?

  1. Navigate to the Administration>Users page.

  2. Click the Create new user button in the upper right corner.

  3. Enter the user's information in the fields. Note: enter the user's email address in the User Name field.

  4. Uncheck whichever settings you want to change. See notes below.

  5. Switch to the Roles & Permissions tab.

  6. Select which Role you wish to assign.

  7. Switch to the Organization Units tab.

  8. Add this user to any of the appropriate organization units, if applicable.

  9. Click Save.

Notes on the check boxes:

Set Random Password - unchecking this box allows you to enter a password manually. Otherwise, the user will get an email with a random password assigned.


Require password change on next login - (recommended) - leaving this checked will require them to change the temporary password.


Send activation email - (recommended) - If checked, the system will send the user a verification email which will include their password.


Active - this is how you restrict access to the user account. Unchecking this box will disable the user's login.


Lockout Enabled - activates the security settings for this user account. If they violate your settings, their account will be locked out for a period of time that is set in the security settings.

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