Creating Admin Users
In this guide, you will learn how to create Admin users such as: Agency, Organization, School and School Staff.
Step 1: Create New User
- Login to Admin Panel:
- Create User Account:
- Navigate to the User Profiles tab.
- Select “Create User Profile (Default)” or “Create Member Users Profile (Quick).”
- Enter the required information, including user role (Agency, Staff, or School Staff), name, contact information, and address.
- Click "Create User" to complete the process.
- An automated email will be sent to the new user with initial login information.
Step 2: User Activation
The Agency Admin activates the new user's account through the Admin Panel by verifying and approving their details.
- Communicate Login Information:
- Communicate the website address, username, and instructions to reset the password to the new user.
- Advise the new user to use the "Forgot Password" option to set their password.
- Another automated email with detailed login information will be sent to the new user.
Step 3: Password Reset and Access
- Password Reset:
- The new user follows the instructions in the email to reset their password.
- They navigate to the login page and select the "Forgot Password" option to set a new password.
- Gaining Access:
- After resetting their password, the new user can log in to the Admin Panel using their credentials.
- An additional automated email may be sent to confirm the password reset.