As an administrative user in your organization, you have the ability to grant access to other users. Doing so requires an email address and adding permissions to a user profile. This guide provides you with the basic steps to properly equip users in your organization with the correct permissions.
Please note: Permissions and access may change depending on your subscription level. Please contact your account manager if you have any questions regarding access.
User Creation Video
User creation begins at 1:47.
Creating an Account
User Creation begins within Contacts Management, accessible from the left sidebar. Hover over 'Contacts' and select 'Management' to access.
Select 'Create Contact' in the bottom right to open the contact sidebar.
A shortcut option for user creation is also available from the '+' button in the navigation bar. Select 'Contacts' to open the same 'Create Contact' sidebar.
A sidebar panel will appear to allow you to input required user account details. Required fields include:
First Name
Last Name
Email Address
'User' box checked
State
Feel free to add any additional fields that are helpful to you or your organization. When finished select Create Contact to start the user creation.
Access the User Profile
Once you select 'Create Contact' after inputting all required information, a notification in the bottom left will appear with the option to 'View Contact Details'.
Clicking this will take you directly to your contact's profile. If you miss this notification, contacts can be found by looking up the individual.
Contacts will appear in your main Contacts > Management menu after a few minutes while the record caches.
Adding Permissions to Users
Once a user creation has been prompted, you will need to access that user's profile to add permissions to their account. Users cannot access Portal features without appropriate permissions, states, or dashboards.
Refer to the Permissions box at the top of the user profile. Available tabs include:
User Permissions (required): assigns permissions to access Portal features
User States (required): assigns access to state data
A recent update to this now includes the assignment of 'i360 States' and 'MyData States'. Please assign states under both fields.
User Constraints (optional): if you'd like to constrain users to a particular region
Volunteer Permissions (optional, but recommended): access to volunteer permissions
Tableau Permissions (optional, but recommended): access to i360 Dashboards for grassroots tracking, etc.
Select '+ Add/Edit' on each tab to assign items. For User and Volunteer permissions, select 'All Permissions' in the pop out window to review permission options. At this time, we recommend assigning 'All Permissions' to all users. Review the tool tip (i) icon for more information on individual permissions.
Recommended Steps to Assign Permissions
In the user profile, make sure you are in the 'User Permissions' tab within the Permissions box.
Select '+ Add/Edit'. A sidebar panel will appear.
Select 'All Permissions' in the sidebar panel to view available permissions.
Select 'Add All Permissions permissions for the user'. Make changes as desired and save.
Move to the 'User States' tab within the Permissions box.
Select '+ Add/Edit'. A sidebar panel will appear.
Select all applicable states and save.
Move to the 'Volunteer Permissions' tab within the Permissions box (not applicable to Per-Record or Official Office clients).
Select '+ Add/Edit'. A sidebar panel will appear.
Assign all permissions and save.
Move to the 'Tableau Permissions' tab within the Permissions box (not applicable to Per-Record or Official Office clients).
Select '+ Add/Edit'. A sidebar panel will appear.
Assign all available dashboards and save.
Repeat for all new users.
Missing Permissions
In the event that these main fields are missing information to assign, please reach out to us at support@i-360.com. If you are a Per-Record or Official Office client, you can expect to see empty fields for Volunteer Permissions and Tableau Permissions. In other cases, it is likely that our team will need to assign organizational permissions for you to distribute amongst users.
User Creation Errors
If you run into trouble creating a user after following all of the steps, it is possible that that user already exists within our system. Please reach out to support and identify the user (first name, last name, and email) so we can find their account to share with your organization. The user will be able to move freely between accounts and operate in each independently.
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