How do I add users?

AO_PM.png

Header.png

1. Navigate to Organization tab, then select Users from the dropdown menu

2. Click the Add + button

 

Screen_Shot_2020-07-15_at_2.53.29_PM.png

 

3. Fill in all required fields information and click Create User

 Screen_Shot_2020-07-15_at_2.53.41_PM.png

First Name/Last Name: The first and last name of the user.

Email: Make sure this is a valid email address, as all notifications and password requests will be sent to this address.

Permission Level: This will give the user certain permissions. Read more about the permission levels here.

4. The final step is to assign your user to the programs they should be able to view. Account Owners will automatically see all applications and have editing capabilities for your organization. However, Program Managers and Reviewers need to be assigned. Instructions on assigning your users.

 

Note: When you add a new user, they will get an automatic email from Acceptd with login instructions. If the user already has an account with Acceptd for another organization, they can use their same login information to access both organizations. Existing users do not get a notification about their new organization assignment. If a user is associated with another organization, their "Native Organization" will show in your users table.  

 

Footer.png

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk