Create User

The New User page is where individual users are added to the portal, assigned a level, & sent the Welcome Email.

In the main menu go to Users and select New User.

  1. Enter the required fields for the New User on the Basic Information page – Email, Name, User Level, Company Name. The email must be unique to this user.
  2. Include optional info on the Additional Information page (see below).
  3. Click the Send Welcome Email box.
    1. This will send the Welcome Email to the user upon clicking the Create button.
    2. Do not click this box if you want to send the Welcome Email at a later date.
  4. Select the Welcome Email Template to send to the user. The default Welcome Email is automatically selected.
  5. Click the Create button to add the new user. The user will now have access to the portal and appear in the User Report.

 

Note: If you are using Single Sign On to manage multiple events and the user exists on another event, click the Find Email Address button.

The Additional Information page has fields for Prefix, Address, Phone, Registration Codes, & Notes. Enter the User’s Reg Codes here and they will show in their Account menu under Registration when they are created.


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