A Site Manager or a role with the required permissions can create an account manually via the LMS following the below steps.
Accessing the user report
There are two methods to navigating to the add user page, one is via the Admin Setting button situated on the top right on the screen as shown below.
Or via the Site Administration block as shown below:
Adding a new user
From the Browse list of users report, click on 'Add new user' to begin.
Completing user information
When creating an account you can populate with as much information as needed but as a minimum the system will require the below fields.
- Username (all lowercase)
- Password
- First name
- Surname
- Email address
Save to create the account
Once you have completed all the necessary information click on the 'Create user' button.
If you have further information still to add, use the 'Create and view' button and this will keep you on the users profile with easy access to make further edits.
Adding a Job assignment
Not essential but if it is a business need to input your users position, organization, manager etc. information then click on the Add job assignment to enter as must of this information as required.
On the next screen, you can input any or all of the information shown below. (The more information entered consistently for all users on the site will allow you to make better use of audiences).
Useful to note there is one required field on this page the ID number, it should be unique and can contain numbers or letters or both. It is only required if you want to capture any other information shown above, otherwise you can leave the ID number blank.
Note 'Appraiser' information is only required if using the Appraisal functionality.
Once finished click on the 'Add job assignment' button to save the details.