Resolve - Create New User from Blank Template
OverviewThis article will show you how to create a new User from a blank template.
Instructions
- Click User Menu > Site Settings
- Click Users under Users and Security
- Click New User
- Fill in the fields
- User Details
- Login: Enter your username
- First Name: User's first name
- Last Name: User's last name
- Email: User's primary email
- Phone Number: User's primary phone number
- Title: User's job position/title
- Department: User's department
- Default Security Profile: Choose a security profile for the user
- Enabled: Select to choose their account as active and viewable
- Hide From Staff List: Choose to hide this user from the staff list
- Hide from Approvers List: Choose to hide this user from the approver list
- Can Access BoardView: Select their access to Boardview
- Can Access Boards & Committees: Select their access to boards and committees
- Which event templates I can create events: Select which event templates the user can utilize
- What Agendas & Departments User Can See
- Available Agenda Types: Select agenda types user can view
- Available Agenda Items By Dept: Select agenda items a user can view
- What Areas User Can Access: Choose from the following items to select additional access permissions
- Analytics: Select access to the Analytics area
- Citizens: Select access to Citizens area
- Events: Select access to the Events area
- Event Templates: Select access to Event Templates area
- Home: Select access to the Home area
- Security: Select access to Security area
- Setup: Select access to Setup area
- Agendas: Select access to Agendas area
- Minutes: Select access to Minutes area
- Search: Select access to the Search area
- Image Library: Select access to Image Library area
- User Details
- Click Save