Step-by-Step Instructions to Add Users and User Groups
KR

Kiran Rajappan

Created Jul 27, 2023

Step-by-Step Instructions to Add Users and User Groups

10

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Managedorg

18 Steps
1

Click on the profile icon

Click on the profile icon
2

Click on Admin Settings

Click on Admin Settings
3

Click on CONFIGURE User / User Group Settings

Click on CONFIGURE User / User Group Settings
4

Click on Add User

Click on  Add User
5

Type User First Name

Type User First Name
6

Type Last Name

Type Last Name
7

Type user email

Type user email
8

Click to change roles

Click to change roles
9

Click on the role of your choice

Click on the role of your choice
10

Click to add to group

Click to add to group
11

Click on group of choice

Click on group of choice
12

Click on Submit

Click on Submit
13

To create User Groups click on the User Groups Tab

To create User Groups click on the User Groups Tab
14

Click on New User Group

Click on  New User Group
15

Type in group name

Type in group name
16

Click on Group Type to choose between Global and Donation Driver access

Click on Group Type to choose between Global and Donation Driver access
17

Check Permission choice that is required

Check Permission choice that is required
18

Click on Submit

Click on Submit
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