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How Do I Add a New User as a Site-Level Admin?

Learn how to create a new user account in ANVL Manager so a new hire can access workflows and site resources.

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Written by Jeff Mann
Updated over a week ago

Create a new user account in ANVL Manager so a new hire, contractor, or existing employee can access workflows and site resources. Proper setup ensures the user can log in and complete work without access issues or rework.

User roles and Group (Site) assignments control what the user can see and do in ANVL.


Steps

  1. Log in to ANVL Insights at insights.anvl.com.

  2. Select the Users tab.

  3. Select Add User.

  4. Complete the user form:

    • First Name and Last Name

    • Username

      • Cannot be edited later

      • Use your organization’s standard naming convention

    • Email

      • Must match the employee’s email exactly

      • If your organization uses SSO, this email links to the identity provider

    • Phone (required only for ADMIN role and Supervisors)

    • Roles:

      • TECH – Required to complete workflows (ANVL Mobile app or web workflows)

      • ADMIN – Required to access ANVL Manager

        • Note: This does not grant Admin Portal access

    • Location – Assign at least one Group (Site)

  5. Select Create.


Additional Details

Job Role: Site-Level Admin | Permission Level: Admin (ANVL Manager) | Special Rights: Can Modify User

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