Administrators with proper permissions may create, edit and save user accounts, by adding user credentials, Organizations, Geographic Permissions, and User Roles. The Manage Users tool is supported for desktop and mobile device web browsers.
Step 1: Go to Admin > Manage Users
Step 2: Search Current Users or Create a New User
Search for a user by Username or the user's first/last name. If the Username does not appear in your search, select the All option for Approved or modify your search to find the closest matches.
Click on the Magnifying Glass icon or select Add User to view the user account's details in a separate tab.
Step 3: Add or Edit User Information
Enter or modify the user's name, contact address, email address and other values in the provided fields. Values for E-mail and Primary Phone are required in the proper formats. Invalid field values will be marked with an asterisk (*) when an attempt to save the record is rejected.
Be sure to use the “Save” button in the toolbar to save any information before moving on to a new profile section.
Step 4: Add or Edit User Credentials
In the User Info section, add or edit the user's Password, Approval status and the account's Expiration Date. Newly added credentials will be automatically emailed to the user, and the user has the option to change the password after logging into the site for the first time. Save the account before adding Organizations and Geographic Permissions. New user accounts will automatically receive the same geographic permissions as the administrator creating the account until new data sets are assigned.
Save the account again before adding Geographic Permissions and User Roles.
Step 5: Assign Geographic Permissions
New user accounts are automatically assigned the same geographic permissions as the administrator creating the account. To restrict a user's access for specific counties, districts, or precincts, select Geographic Permissions to load a new browser tab or window. Select one or more existing Geographies to assign to the user account. Click Save to retain the changes and Close to return to the Add/Edit User page.
Go to Admin > Manage Geographies to create new Geographic Permissions and edit existing Geographies.
Step 6: Assign User Roles
Move the available User Roles to the Selected Roles column and save the account. Tier roles are generalized with the most common permissions for that user type, and the lower number tier generally grants higher level permissions while higher number tiers are generally more restrictive. Go to Admin > Manage Roles to view and modify existing roles and create new roles if necessary.
Step 7: Link the User Account to a Voter Record (Optional)
The user's voter record may be linked to the user account for reference. When on the user page, the Link to Voter option on the left-hand tool bar will automatically open up the voter search tool to allow you to quickly search, select and link a voter profile to a user account. Once linked, the voter profile will include a link to navigate and edit the user information of that voter.
Optional: Add Bulk Users
A series of five to one hundred user accounts may be created using a common set of credentials to be used for phone banks or other events where creating individual user accounts is not practical. Each new user account will share the same contact information, expiration date, user role and geographic permissions. The provided username will be appended with a number for each created account, such as "bulkuser1" and "bulkuser2". Passwords are randomly generated for each account. A separate email for each account will be sent to the email address provided in the contact information with the username and password to be distributed to the new user.
