Add a user
Users are individuals that require access to EventWorks. Creating a user profile allows you to store all relevant personal information for that user in one place. For example, when creating a user you can save contact information, associated social media accounts, as well as a bio for them.
Follow these steps to create a new user.
Select Staff from the navigation menu on the left.
Select Users. This will bring you to the Users landing page where you can see all users currently registered to your organisation.
Select Add user which is located at the top right of the page.
You can now see the Add user template. A full list of each field and its use is listed below. Enter the user's information, then select Save.
Send email invitation : This is located at the top left of the template. This will send an email to the user via the email address entered in the Email field. The email will contain a link prompting the user to visit the site and set their own password. The password that you enter in for the new user via the Password and Confirm Password field is also valid for the new user to login with.
Personal information : These fields are self explanatory; First name, Last name, and Email.
Password and Confirm Password : Use these fields to set a custom password for the user to login with. This can be changed at any time by either the user after their initial login or by any admin user.
Contact information : These fields will store the relevant contact information for the user; Title, Phone, Mobile, and Twitter username.
Image : This allows you to upload an image for the user which will be used as their profile picture. The profile picture is displayed at the top of the navigation menu.
Bio : You can enter in any relevant information for this user. _NOTE_ : this will be visible by any user (including them) who views this users profile.
Team : This allows you to allocate this new user to an existing team. Learn how to create and use a team here.
Roles & Abilities : Here you can either choose a Role or individual Abilities to allocate the new user's level of access to the various features of EventWorks. Click here to find out about Roles and Abilities.
Notifications : This allows you to set what notifications the new user will receive. Click here to find out more about notifications. You will see a breakdown of each notification setting at the bottom of the linked article.
All of these fields can be amended at any time.
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Follow these steps to create a new user.
Select Staff from the navigation menu on the left.
Select Users. This will bring you to the Users landing page where you can see all users currently registered to your organisation.
Select Add user which is located at the top right of the page.
You can now see the Add user template. A full list of each field and its use is listed below. Enter the user's information, then select Save.
Send email invitation : This is located at the top left of the template. This will send an email to the user via the email address entered in the Email field. The email will contain a link prompting the user to visit the site and set their own password. The password that you enter in for the new user via the Password and Confirm Password field is also valid for the new user to login with.
Personal information : These fields are self explanatory; First name, Last name, and Email.
Password and Confirm Password : Use these fields to set a custom password for the user to login with. This can be changed at any time by either the user after their initial login or by any admin user.
Contact information : These fields will store the relevant contact information for the user; Title, Phone, Mobile, and Twitter username.
Image : This allows you to upload an image for the user which will be used as their profile picture. The profile picture is displayed at the top of the navigation menu.
Bio : You can enter in any relevant information for this user. _NOTE_ : this will be visible by any user (including them) who views this users profile.
Team : This allows you to allocate this new user to an existing team. Learn how to create and use a team here.
Roles & Abilities : Here you can either choose a Role or individual Abilities to allocate the new user's level of access to the various features of EventWorks. Click here to find out about Roles and Abilities.
Notifications : This allows you to set what notifications the new user will receive. Click here to find out more about notifications. You will see a breakdown of each notification setting at the bottom of the linked article.
All of these fields can be amended at any time.
Was this article helpful? Let us know by rating the article below!
Updated on: 02/09/2020
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