ARTICLE: Create a New User Manually

ARTICLE: Create a New User Manually

Creating a New User Account Manually

  1. Go to People Management
  2. Click New Contact
  3. Click the Personal tab and fill in the appropriate fields
Mandatory fields are First Name, Last Name, Email, Mobil
           



  1. Click the Security tab and fill in the appropriate fields
Mandatory Fields are Role and Username.  


If your data is managed by a sync with your school's student information system and you are temporarily adding a student who is not listed as a student in your database, you will need to mark that student and their parent contacts as NOT managed by sync.  See ARTICLE: Temporary Student Not Managed by Sync

If your school is using LDAP or is syncing through an SIS, your password field can remain blank.  If you want to generate a password and send an email, click the Send Welcome Email button and select the Generate New Password option. If you want the user to set their own password, click the Send Welcome Wizard Link button




  1. If the user is a staff member, Save and Close to create the staff's user account and then open their Contact Details again.  Click the Groups Managed tab and select all of the Dorms/Grades that this user will be involved with for the purpose of Leave Request Approvals and Kiosk View/Rollcall default filters. Both Dorms and Grades need to be selected for Groups Managed settings.


  1. If the user is needing to be added to a Reach Group, Save and Close to create the user account if it has not been saved yet and then open their Contact Details again.  Click the Groups tab and select all of the Group(s) that the user is to be associated with for the purpose of Group Filters and Communication distribution selections.

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