Step 1: Find the contact in the system

Hint: Use the “Find Contacts” box at the top-right of the screen

Step 2: On the contact's page, click the “+” sign next to “User Account”

Note: You need to be setup as “System Administrator” user account type to do this.

Step 3: Set user account type and preferences

• If the new user is a staff member
  • Choose between “System Administrator” and “Coordinator”:
    1. The big difference is that a “System Administrator” can create user accounts for others, and manage “configurations” of the system
    2. A staff member can also be a “worker” in the rare occasion he/she has no managerial/administrative responsibilities.
  • Choose a couple of preferences for the user:
    1. Does the user only want to see certain parts of the schedules
    2. When should the user receive notifications of certain activities
• If the user is a volunteer (a volunteer can only have a user account if your organization have the “volunteer portal” turned on)

Step 4: Click “save” and a welcome email will go out to the new user, inviting him/her to set up a new account

Note: As an additional option, you can also manually set up user name and password on behalf of the new user.