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Comment: Updated point 6

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  1. Go to the Admin menu, then click Users.
  2. Click on the New button. 
  3. Enter the following details: 

    • Given Name
    • Surname
    • Phone
    • Email
    • Job Title
  4. For existing System Administrators only

    If the user is to be a System Administrator, tick the System Administrator check box. 

  5. Click the New button to add the organization and role. 
  6. Select the desired Role and Organisation. Click Update once completed. Note that the combination of Role and Organisation selected must be valid, e.g. Local Church Treasurer role with a church as the Organisation.

    Another Role and Organisation can be added if required. The menu items will automatically update based on the organisation selected. 
  7. Click Save. This will send an activation email to the user so they can activate their account. 

    Users have 3 days to activate their email before it expires.

    If it expires then the activation email can be re-sent and users will have to activate from the second email.

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