Getting Started: User Onboarding

How to upload a new user.

  1. From the login portal, select “Management” and log in. 
  2. This will take you to the management “Dashboard” page.
  3. In the left-hand menu, click “Users” (6th  option from the top).
    • This action will take you to the “Users” page
      1. From this page, select the “Create User” button in the upper right-hand corner. 
      2. This action will launch a user form. 
      3. Fill out the form with the user’s “First Name, Last Name, User Type (can have more than one), Phone Number, Email, Locations, Organizations, Teams, and Active Status.”
        • You will have to create a new location to assign it to a new user with a location not already in our system 
        • In order to create a user with “Admin” status, you must do the above steps from the “Admin” portal. 
      4. For new users, click “Save and Send Registration”
        1. This action will generate an email to the new user that allows them to finish setting up their account/password.