Users
Create, view and manage your organisation's user accounts and permissions.
All names, email addresses and information visible, are purely fictitious and any resemblance to actual persons, living or dead is purely coincidental.
- Select Users & Groups from the left-hand navigation menu
- Select Manage Users from the top-right corner
- Under User Creation select Create New User
- Populate the First name, Last name and Email and Occupation
No other fields are required to create an account, however, if you wish to complete it on behalf of the staff member you may do so.
At the bottom of the page, you will be asked to choose whether to send the new account an activation email. The default is set to not send and you will later be required to send activation instructions when you are ready for them to access their account.
Whether you are creating accounts on a Friday or the member of staff has not yet started with you, leaving the setting on its default is often recommended.
Once you're happy, press Save. You'll see a green confirmation banner for User created successfully, if you chose to send the activation email this will have been issued.
Managing Users
Once the account has been created you will see the following options;
- Edit Details - this will return you to the form you just completed, with some additional options such as uploading a profile image.
- Send Activation Instructions - this will appear even if you sent the activation email and will remain until the individual has activated their account, at which point it will become Reset Password.
- Remove from Organisation - this will place the account into the Archive, however, if you wish to re-add or re-create them with the same email you will need to get in touch with the team. Email addresses are unique and can only be associated with one account.
We're going to cover Permissions and Manager assignments in later guidance, but you'll find the areas to assign or add further information to the account, further down the page.
User Management
When you're first onboarding staff you'll need to send them all an activation email. This verifies the account owner and allows them to set their password.
- Staying in Admin, click back on Users & Groups from the left-hand navigation menu.
- Under User Creation again, select Send Activation Emails.
- Here you'll find a list of all the accounts that haven't been activated yet. Should you revisit this area at a later date it will record when you last sent the email and only store those who haven't activated their accounts. This can be useful in tracking activations and then following up with individuals to see if there is a problem with them activating.
- Simply select all using the checkbox in the top row or select individuals manually you wish to send the activation email to.
- Press Send activation emails and that's it!