ADMIN: Creating a User Group and Adding a New User

Digital Strategies

Created Jun 17, 2022

ADMIN: Creating a User Group and Adding a New User

Please reference the User Groups Business Rules document for guidelines on when to create a new group and what roles should be added.

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24 Steps

1

Click on Users

Click on Users

2

Click on Groups

Click on Groups

3

Click on Create

Click on Create

4

Type in the name of the new group

Type in the name of the new group

5

Type in the Display Name of the new group

This can include additional information about the group. For example - "Includes Reporting permissions" or "Users cannot refund"

Type in the Display Name of the new group

6

Click on Add Group

Click on Add Group

7

Now that the group has been added, find it in the list of roles and click on view (or double click the name) to add roles to the group.

Now that the group has been added, find it in the list of roles and click on view (or double click the name) to add roles to the group.

8

The group will be empty when first created.

The group will be empty when first created.

9

Click on Add Roles

Click on Add Roles

10

Search for the various roles you would like to add to the group.

Search for the various roles you would like to add to the group.

11

Click on the role to add it to the group. A check mark will appear next to the role.

You can continue to search for roles and adding it to the group.

Click on the role to add it to the group. A check mark will appear next to the role.

12

Once you've found all the roles you want to add to the group, hit Add Roles to finish creating the group.

Once you've found all the roles you want to add to the group, hit Add Roles to finish creating the group.

13

To add a new User, navigate to the Users List.

To add a new User, navigate to the Users List.

14

Click on New User to add a new user

Click on New User to add a new user

15

Create the new user

Always select the Create a User radio button to prebuild the profile. Please follow the Business Rules document to build the username and password.

Create the new user

16

Click on Add User

Click on Add User

17

Once the new user has been created, they will show up on the users list.

Once the new user has been created, they will show up on the users list.

18

Click on Edit to fill out the rest of the profile.

19

Fill out all relevant profile information. For phone number, you can just enter 000-000-0000.

20

Click on Add group to add relevent user groups

Click on Add group to add relevent user groups

21

Find the user group you would like to add to the user profile.

22

Click on Add Groups

You can add multiple groups to the same user.

Click on Add Groups

23

Send Password Reset

Once you're ready to invite the user, click the "Send Password Reset" link so they will receive an email to reset their password.

Send Password Reset

24

You've created a new user!

Click on back to navigate back to the list of all users.

You've created a new user!

Well done!

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