Assign a New User

Created by Jenna Numann, Modified on Tue, 11 Jun, 2024 at 11:47 AM by Amanda Hall

TABLE OF CONTENTS


A system admin can assign a new user through the admin dashboard. The admin will determine the new users role and permissions through the role selection or creating a custom role


Assign a New User


Step 1: 

  • Select 'Admin' from the left navigation bar and choose 'System Management' along the top. 


Step 2:  

  • Add a new user to an existing role by selecting the role type for the new user from the system roles listed.
  • To create custom permissions for a new user role, refer to Creating a Custom Role.


Step 3: 

  • Select '+Assign a new user


Step 4:

  • Enter the new users' email address and select 'Assign'. 



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