If you are reading this you probably already have a log in. Sometimes, you need to help a teammate out to get them their right credentials. You can normally contact your association administrator to add whoever you need. Most of the time we can help guiding you to the right person.
Add User/Staff
Staff with the appropriate user permissions to Add User Accounts will see the option under Users > All Users in the main menu.
Click the orange + Add User/Staff button to create a new user account.
Enter all applicable user information:
First Name
Last Name
User Email Address: This field is not required but is necessary for staff to be able to reset their own password (if forgotten), subscribe to reports or to receive chat responses (if they are away from their computer).
User Phone: This field is not required but will display on an exported user list.
Role: Select the appropriate user role for the staff member - each option has a default list of permissions associated with it specific to that role.
Username: This is usually first initial of their first name followed by their last name (example: bsmith). Our only recommendation is that the username should not be an email address.
Password: Set a temporary password for the user here - check the "Force Reset of Password at Next Login" box to require that the user changes their password upon first login.
Home Branch: This should be the primary branch/location of the user/staff. When the user is logged in, this will be the default location for any transactions, facility check ins, program registrations, etc. that are processed under that user account.
Accessible Branches: If a user/staff works at (or oversees) more than one location, select all applicable branches in this section.
Remove User: This button removes the users access to the system and into a "deleted" role. NOTE: This does not completely remove the user account from the system (in case they come back and you need to re-activate it), but disables it so they can no longer login.
