3. Add a user

The master manager can create a manager, writer or guest user.

Steps△

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This procedure is intended to be performed by: Master manager.

To add a user:

1Open the Users page

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by clicking the Users button in the Other section of the Work list page.

Sample Users page — The page is displayed:

2Show the add fields

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by clicking the ✚ link in the last row for the intended role.

Sample User add fields — The mandatory fields are displayed:

3Provide the information

🗁︎𝄚︎

by typing in the mandatory personal details.

Any of this information can be changed at any time by the user directly. In addition the user can remove themselves completely.

4Confirm the addition

🗁︎

by clicking the Submit button.

The Details for the user are added, as per the image in step 1, though some fields will be different for writers and guests.

5Make other changes

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In particular, consider:

a.For writers or guests, extending the Expiry to what they will need for their tasks.
b.Adding the non-master Locales the user would be expected be assigned tasks in.

6Enable the user

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by clicking the Disabled ☐ button in the Status row.

The Disabled ☐ button becomes Enabled ☑.

7Set temporary password

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by clicking the Reset button in the ID row.

An email is sent to the user at their Email address, with the temporary password required to be entered at their next visit, which must be within 8 minutes, so make sure they know when to expect it.