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

  1. Login to Admin Panel:
  2. 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.
  1. 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

  1. 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.
  2. 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.