How do I add users?

There are two ways to add users to your account.

Option 1: Add users from the users table

1. Navigate to "Manage Organizations" tab, then click "Users"

2. Click the “Add +” button

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

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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.  

Option 2: Add users from the program table, using our program modal

1. Navigate to "Manage Organization" tab and then click  "Programs"

2. Click on checkbox correlated with the row of the program that you want to assign the new user to OR select multiple programs and click the orange "Edit Programs" button that appears.

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3. Next navigate to the Users tab at the top of the Program Modal.

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4. Here you can enter the First Name, Last Name, and Email Address for the user and assign their Permission LevelRead more about the permission levels here.

5. Finally, click the blue "Create User" button to save and add your user. Users created using the Program Modal will automatically be assigned to the programs selected and will be able to see all the applications for the given programs. 

You can edit and remove users using the icons next to their emails. You can also add users to your program that have already been created but not yet assigned to this program by clicking the "Pick From My List" tab on the left side of the screen.

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. 

 

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