Add a New User

Please Note: If you have added a user under their Organisation, they will automatically appear on your Federation User list as this is a list of all users across the trust. 

To add a new trust-level user, go to Settings > Federation > Users. If the Users option has a padlock, this means you do not have permission and will need to contact your system administrator.

Press the 'Add User' button, enter the user's Name and Email, then toggle on the permissions you would like them to have:

Note: The administrator role contains all other roles and will give the user full access across the whole Trust. If the selected role supersedes another role, it will automatically select it for you.

Press Save Changes when done and the user will be created. 

The system will automatically register the User and notify them by email to create a password. If the user does not receive the email within 5 minutes, please check the email address or contact support.

Users that have MFA set up will have a green locked padlock icon next to their username, and users who have yet to set this up will have a red unlocked padlock icon:

If you would like to enforce the use of MFA across your Federation/Trust, please see the following guide: Enforcing Multi Factor Authentication

If after creating a new User, you notice that you have entered the wrong name, the User can amend this by going to Settings>User>Preferences and amending their name:

If you have entered the wrong email address, simply Delete the User in question and re-add with the correct details.

 

Note: Depending on the user's role within the federation, you may then need to add them to a user group. Please see our guide on Grouping Users/Sites and Setting Permissions for further information.