How To: Add Users and User Groups

Step-by-Step Instructions to Add Users and User Groups


Managedorg

1. Click on the profile icon

Click on the profile icon

2. Click on Admin Settings

Click on Admin Settings

3. Click on CONFIGURE User / User Group Settings

Click on CONFIGURE User / User Group Settings

4. Click on Add User

Click on  Add User

5. Type User First Name

Type User First Name

6. Type Last Name

Type Last Name

7. Type user email

Type user email

8. Click to change roles

Click to change roles

9. Click on the role of your choice

Click on the role of your choice

10. Click to add to group

Click to add to group

11. Click on group of choice

Click on group of choice

12. Click on Submit

Click on Submit

13. To create User Groups click on the User Groups Tab

To create User Groups click on the User Groups Tab

14. Click on New User Group

Click on  New User Group

15. Type in group name

Type in group name

16. Click on Group Type to choose between Global and Donation Driver access

Click on Group Type to choose between Global and Donation Driver access

17. Check Permission choice that is required

Check Permission choice that is required

18. Click on Submit

Click on Submit