Add users

To add a new user, open the Users screen and select
Add user
. The
Add new user
screen opens:
Enter the first name, last name and email address of the new user. Once the email address is entered, either an existing domain will be displayed (if the email address matches it) or the following new field will be displayed:
From here, you can either associate the new email address with an existing organisation, a new organisation or add as a new exception domain and associate it with an organisation.
If you associate the new domain with an existing organisation, the following field opens:
Where you can search for an existing organisation and select it.
Associating with a new organisation displays the
Add new organisation
screen:
Where you can add a new organisation to associate with your domain.
Adding as a new exception domain and associating with an organisation, allows you to do both of the above at once:
If a new domain isn't found, select
Add
. You receive a confirmation message:
Once the user has been added successfully, you can view them in the user screen:
Setting the default dashboard preferences
Administrators can pre-set language and dashboard preferences for a site. This means that new users (whether they are added as a bulk user, a single user or created externally) have the language and dashboard preferences set for the organisation.
This can be set in the organisation preference page, found via your
Profile dropdown
>
System admin
>
Users, organisations & groups
>
Organisations
:
The
Organisations
page opens:
Within the
Organisations
screen, select the
More actions
menu for the Organisation you wish to set a language for and select
Edit preferences
:
The
Organisation system preferences
screen is displayed. Within the
Organisation system preferences
screen, navigate to the
Metadata
section:
Within this section, select the Metadata that you want the user who is a part of the organisation, to be displayed to by default.
Setting the default language
The language can also be set in the organisation preference page, found via your
Profile dropdown
>
System admin
>
Users, organisations & groups
>
Organisations
:
The
Organisations
page is displayed:
Within the
Organisations
screen, select the
More actions
menu for the Organisation you wish to set a language for and select
Edit preferences
:
The
Organisation system preferences
screen is displayed. Within this screen, select the
Language
drop down and choose the language you want to set as default for this organisation:
Once you have selected the language you want to set as a default for the organisation, select
Save
to save your changes. Users now added will have the set language, as their default.