1. Select Users > Admin Users

Screen_Shot_2021-02-21_at_3.53.17_pm.png

2. Select Add new admin

3. Enter the following User details

  • First Name (required)

  • Last Name (required)

  • Mobile Number (optional)

  • Email Address (required)

4. Username will be pre-filled with the user's email address.

Screen_Shot_2021-02-22_at_12.50.25_pm.png

If the username/email exists, select Next to invite the existing user, or Cancel to start again.

5. For new Administrators, select "Save and close" or for existing Administrators, select "Send Invite"

  • New Administrators will receive a Welcome Email with their login instructions.

  • Existing Administrators must log in to the Board portal to accept the invitation.

6. For new Administrators you will be notified via email when the admin has registered their account and it's ready to be finalised.

7. A task will appear on the home dashboard. Click the "Finalise" button to finalise the user account.

Screen_Shot_2021-02-22_at_12.59.59_pm.png

Your new admin will be notified via email when the process is complete and they can log in.

Did this answer your question?