Adding a New User

Adding a new User may be done at any time by an existing System Administrator, or by any User Role permitted to invite new users to the system.

Navigate to Admin > Users. Then, click on the +New button.

On the lightbox, enter the new User's email address and choose a preferred User Role. The selected User Role dictates what this new User will be permitted or restricted from doing once they have created their profile and are active in the system. You can invite multiple new Users at once and can have as many users as desired at no additional charge.

When you click on "Send Invitations" the recipient(s) will receive an email with additional details. In the email they will click on a verification link and create an account and preferred password.

If you add a new User as a System Administrator, he/she will have access to the entire application. If you invite a new User and assign them any User Role besides System Administrator, he/she will not be assigned to any location/department by default.  You can set Assignments either in that User’s file (Admin > Users > User File) or from the Organization screen (Admin > Organization).

All created/used profiles can be confirmed by reviewing the Status column in Admin > Users. If the recently invited User has not completed the process, the status will be set to "Pending." If invited Users show as "Active" they have successfully created their profile.




Note: If inviting new, non-System Administrator Users to the system, it's recommend to update Assignments while they are still in the "Pending" status. By doing so, you assure those Users will have positions and applicants visible when they log in for the first time and begin taking on their in-system responsibilities.