Section 9 - Adding Users
- 1. Click on admin or manager tools on the navbar
- 2. Click your option under the users section
The project manager is responsible for seeing the members of the team are added as users to the system. To do this, go to “Admin Tools” on the navbar, select “Users,” then select “Add a User.” To stay consistent, we create their username using the first letter of their first name and the last name (ex. John Doe’s username would be jdoe). Be sure to fill out all of the required fields—especially their CORRECT email.
Add a User Manager Administrator
- Username R
- Enter a username for the user, we recommend first initial,lastname (ex. John Doe’s username would be jdoe)
- Temporary Password R
- Enter a temporary password for the user, they will be required to change it at their first login attempt
- Full Name R
- Enter their fist and last name
- Title
- You can enter a title for the user
- You can enter their facebook page
- You can enter their twitter handle
- You can enter their linkedin page
- Email R
- Enter their email address. This is where they will receive their email with instructions on how to login, etc.
- Phone
- You can enter their business phone number
- Cell
- You can enter their cell number
- Company
- Enter the company the user works for
- Show this user on the contacts page
- There is a page within SMS that lists all users, this setting allows. you to specify weather or not they show up on that page. Default = "Yes"
- Project Access R
- Select which projects this user needs access to and choose their role on that project
- Upload a Photo
- You can select a photo for the user