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Adding a new user
Users are the members of the organization who have access to the platform. They will receive login details and will be able to access the platform.
IN THIS ARTICLE
1. Adding a new user
To add a new user, you need to navigate to the user page.
Step 1: Go to general settings by clicking on the wheel in the left navigation menu.
Step 2: Open the users overview page.
Option 1: Click the users tile on the general settings overview page.
Option 2: Click on identity management in the left navigation menu and browse to the users tab.
Step 3: Once you're on the user overview, you can create a user by clicking the blue button in the upper right corner.
Step 4:
- Fill in at least the required fields: First name, Last name, Language, Email and Repeat email.
- If this user is an administrator and thus can have access to all data and make changes in the platform, you can check the box 'This is an administrator'.
- The languages which are currently supported by the platform are English & French. Please note that all newly added users will receive a welcome e-mail in the language selected when setting up their user. Afterwards, they can manage the language of their environment in their own profile.
- Once done you can click on 'Save changes' at the top right and the user will appear in the overview.
2. Assigning the user to the right team
Once the user is added to the platform, you need to assign it to the right team and the right level within the team. This is important because it will define what access this user has in the platform. In the users overview you can find all users, and the column 'Member in nº teams' will show you the number of teams each user belongs to. If a user doesn't belong to a team yet and s/he is not an admin, you will see a 0. Above that, you will also see a message reminding you of this. If a user is an admin, you will see N/A in this column, because admins don't need to be assigned to a team, since they already have access to see everything.
There are two ways to assign a user to a team:
In the users page, click on the pencil next to the user you want to assign. If you scroll down, you will find a message letting you know that the user is not yet a part of a team. Click on the button 'teams page' to go to the teams
- Go directly to the teams page, right above the users tab in the lateral bar. Wondering what a team is and how to create one? Find out in our article Adding a new team.
Both options will bring you to the same place: the teams page, where you will find all your teams. To assign a user to a specific level within a team, go to a team, then look for the level this user should have access to and click on the white box under 'Team member access' to fill in his/her name. You can assign several users to the same level.
The user(s) added to the (sub)unit, will have the permissions you choose and will be able to see the dashboards linked to the team. If you need to double check, you can always click on their symbols to find out or to re-adjust. Learn more about permissions here.