Difference between revisions of "User Management: Add Users"

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[[file:tips icon.gif|50px]]  Adding a BARRK user is easier if you have the person's information in place first. To create a user profile, please [[Add a Person|'''CLICK HERE''']] and follow the "Add a Volunteer" instructions on that page. Then return to this page.<br>
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[[file:tips icon.gif|50px]]  Adding a BARRK user is easier if you have the person's profile already set up. Please [[Add a Person|'''CLICK HERE''']] and follow the "Add a Volunteer" instructions on that page.<br>
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[[file:tips icon.gif|50px]]  Knowing what level of access you are dedicating to the person first also makes things faster. Proceed to the [[Privilege_Options|'''PRIVILEGE OPTIONS''']] page for details.
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<span style="color:#c89260; font-size:30px">Once a person has been added and their information saved, you can easily add them to your administration. <br>
 
<span style="color:#c89260; font-size:30px">Once a person has been added and their information saved, you can easily add them to your administration. <br>
You can do this in 2 ways:</span><br><br>
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You can do this in 2 ways:</span><br>
  
 
== METHOD 1: ADMIN CATEGORY ==
 
== METHOD 1: ADMIN CATEGORY ==
 
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* Go to the [[Admin|'''ADMIN''']] [[File:Admin icon.gif|30px]] category.
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* Go to the [[Admin|'''ADMIN''']] category.
 
* Click on the "User Management" button. A list of the existing users of your organization will appear.
 
* Click on the "User Management" button. A list of the existing users of your organization will appear.
 
* Click on "Add User."
 
* Click on "Add User."
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[[File:Adminuser1.jpeg|1000px]]
 
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[[File:Adminuser1.jpeg|800px]]
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[[File:Adminuser2.jpeg|1000px]]
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[[File:Adminuser2.jpeg|800px]]
 
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* Click on the "Select" button at the right-hand side of the person's row. A new screen will appear with privilege options.
 
* Click on the "Select" button at the right-hand side of the person's row. A new screen will appear with privilege options.
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* Assign the user a password and set the access level.
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* Click "save."
 
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<span style="color:#c89260; font-size:30px">PLEASE PROCEED TO THE [[Privilege_Options|PRIVILEGE OPTIONS]] PAGE
 
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== METHOD 2: PEOPLE CATEGORY ==
 
 
== METHOD 2: PEOPLE CATEOGRY ==
 
 
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<br>
 
* In the [[People|'''PEOPLE''']] [[File:People icon.gif|30px]] category, click on the person's name in which you would like to assign administrator rights.  
 
* In the [[People|'''PEOPLE''']] [[File:People icon.gif|30px]] category, click on the person's name in which you would like to assign administrator rights.  
 
* Click on "Give Access" button. A new screen will appear with privilege options.
 
* Click on "Give Access" button. A new screen will appear with privilege options.
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* Assign the user a password and set the access level.
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* Click "save."
  
<span style="color:orange; font-size:40px"><tt>*NEED A NEW IMAGE!</tt></span><br><br>
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[[File:Admin access.jpg]]
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<br>
  
 
<span style="color:#c89260; font-size:30px">PLEASE PROCEED TO THE [[Privilege_Options|PRIVILEGE OPTIONS]] PAGE
 
<br><br>
 
 
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Latest revision as of 14:18, 10 July 2016

Adding and editing the users for your BARRK profile is easy! With a few clicks of your mouse, you can have your organization's administration (user) records updated and your volunteers ready to go!


Tips icon.gif Adding a BARRK user is easier if you have the person's profile already set up. Please CLICK HERE and follow the "Add a Volunteer" instructions on that page.


Tips icon.gif Knowing what level of access you are dedicating to the person first also makes things faster. Proceed to the PRIVILEGE OPTIONS page for details.


Once a person has been added and their information saved, you can easily add them to your administration.
You can do this in 2 ways:

METHOD 1: ADMIN CATEGORY


  • Go to the ADMIN category.
  • Click on the "User Management" button. A list of the existing users of your organization will appear.
  • Click on "Add User."


Adminuser1.jpeg

Adminuser2.jpeg

  • Click on the "Select" button at the right-hand side of the person's row. A new screen will appear with privilege options.
  • Assign the user a password and set the access level.
  • Click "save."


Notes icon.gifIf you "save" the user prior to assigning a password, a pink warning box will appear which will instruct you to administer a password for this user. You will then be able to save the record.



METHOD 2: PEOPLE CATEGORY


  • In the PEOPLE People icon.gif category, click on the person's name in which you would like to assign administrator rights.
  • Click on "Give Access" button. A new screen will appear with privilege options.
  • Assign the user a password and set the access level.
  • Click "save."

Admin access.jpg

Notes icon.gifIf you save the user record prior to assigning a password, a pink warning box will appear which will instruct you to assign a password. You will then be able to save the record.




Guidelines to perform the main functions in the ADMIN category