Create New Users

Create New Users

In the left-hand navigation panel, scroll down and click Manage Users.

Now at the top right you click the blue button labeled Add New User. Municipal Admins can only create a Municipal User so choose that. Fill out the basic information (email address as username is recommended) noting that the fields marked with a red asterisk are required, everything else is optional. The check boxes for Enabled and Force user to change password on next login should remain checked. Be sure to note the password you choose and provide the new user with that password.

Under Permissions, select the Feature Access options the new user will have using the check boxes. The drop-down menu labeled Allowed boards defaults to All boards but any board or combination of boards can be selected to provide access to only that set of boards. 

Read-only access is recommended for users that require access to run reports, contact members, and/or export report data. Follow the steps above to create a user.  In the Permissions section, check the box labeled Access Reports. Choosing that with no other boxes selected will give the person you create the ability to login, run reports, see all the info but not make any changes to boards, appointments, or members.

Scroll to the bottom and click Create to complete the process and create the user. 


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