ARTICLE: Create a New User Manually

ARTICLE: Create a New User Manually

Creating a New User Account

  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, Mobile

           



  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, click the Groups Managed tab and select all of the Dorms/Grades that this user will be involved with. Both Dorms and Grades need to be selected.


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