Managing users is restricted to Super Users and Admins.
To add a new user follow these steps:
- Click on 'Users' in the left navigation menu.
- Click on the ‘New User’ button.
- Fill in the appropriate information for the new user. Only First Name, Last Name and Email are required.
- Choose what 'User Type' the new user should have. An explanation of each is included.
- Add the user to Groups or Committees, add an Executive Assistant, and Directory Information. These fields are all optional.
- Choose if they should be active or not. Inactive users do not have access to Govenda.
- If you wish to hide the user from the Member Directory, click the ‘Hidden’ button in the Directory Visibility box.
- If you wish to notify the user at this time, click the ‘Create and Notify’ button at the top right. If you wish to create the user, but not give them access to Govenda yet, click the 'Create' button.
- Once you have a new user created, you will need to notify them of their credentials for the member to access any data in the board portal. If you didn’t notify them when creating their profile, go back to the user list and find the new user you would like to notify. Under the ‘Invited’ column you will see a triangle with an exclamation point in the middle. This means that the user has not been sent credentials. Click on the triangle to send login credentials.
Note: If you are notifying multiple users at one time, click the checkbox next to multiple names and click the ‘Invite User’ button
at the top of the page.
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