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Creating entities and users in your channel

How to create entities and users within your channel

Written by Jessica

Creating Entities:

Entities allow you to control the organisations that can log in to your channel.

To add a new entity:

1. Navigate to Organisation and select Entities
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2. Click the Add button
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3. Fill in all the mandatory information denoted by an asterisk (*)
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4. Save the new entity
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You can now add users to the new entity.
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Creating users:

You can create, manage and assign users within your channel to specific entities.

  1. Navigate to Organisation, then Entities
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  2. Find the entity you want to review, or add new users to by searching or clicking the left/right arrows.
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  3. Scroll to Users for this Entity (From here you can review existing users)
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  4. Click on Add to add a new users
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  5. Fill in all mandatory information for the new user denoted by an asterisk (*) and click save
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    ​Note: Permissions Groups & Application Role will need to be complete.

    The user should now be setup and ready to access the channel. By default, the user will receive a registration/welcome email, but it's possible for this alert to be disabled in your channel.

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