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From the main dashboard, navigate to global navigation in the top left corner, and under “Organization Management,” select “Users”
From this the Users page, select the “invite user” button that is in the top right portion of the “organization users” card on the left side of the screen.
Enter the user’s email that you would like to invite into the system, and select their permission level.
org-admin permission: will allow them to access all information within the organization
org-member permission: will allow the user to access only information they have been provisioned for in the organization (specific assessments)
location-manager permission (extra): You can also assign these org-members as “location-managers” who oversee the set of data for the locations they have been assigned to.
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Not sure how to provision a person to a particular region, campus, building, etc? This article will provide assistance in doing thisthat. |
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Once you confirm their account creation, the user will receive an email with a link and temporary password to log into the system, and set up their account.
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