Create a User

Users are associated with organizations. Only the data associated with an organization is available for viewing for any given user account.

Required Permissions

users

Workflow

You must be logged in to complete the following steps.

1. From the Admin navigation tab, click on the Users sidebar menu item.

Missing Permissions

If you receive a message stating you do not have the appropriate permissions to view the page, please contact your administrator and request users permissions.

2. Click the + Add User button.
3. The Add User page will appear with the following fields:
4. Populate the required fields and click Submit

Form Parameters

Field	Required?	Description
Organization	Yes	The primary organization to associate the user
Name	Yes	Name of the user
Email	Yes	Primary email for the user. Please note, must be unique and follow proper email format (someone@myorg.com)
Is Advisor	No	Provides the user the ability to view client assessment records