Before Creating a User - Check that you have a suitable User Role already created.
Users - User Roles
Select from the list user roles to check the permissions for each to find the one most suitable for your user.
If you need a new User Role follow these steps:
Select New
Enter a Display Name
Enter a Description
Use the Toggles to select the permissions for this role
Once you have all required permissions selected press Create.
The new User Role will be visible alongside the existing User Roles.
You are now ready to create the user.
In the Back Office - Select Users from the side bar
- Select New
- Enter a Username
- Add the Users Email Address
- Add Name - this is the Display Name
- Accessible Sites - Select which site(s) this user can access
- Accessible Areas - Select the Service Areas this user can access
- Enter a Password - we would recommend this is changed by the user once the user is created.
- Select their Role from Roles & Permissions
- Press Create.
The New User will now receive an email with their User Details