Adding New Users
Adding New Users To A CharterAce
Go to the list of current users for the entity.
Settings | Organizational Users |
If User Is Already In The System
If the user is already a user in the system, at a school that you have access to, you can select to add the existing user to this school. When you click this icon, you will get a list of all of the users you have access to on the left side of the screen, and the roles that you are able to assign at the right side of the school. Select the user, the role, and then click "Submit"
Adding A New User
When you click the "Create a user account" icon, you will get a form like the one on the right. You just go through and add as much information as you have available. We recommend you use the individual's email address for their username. When you enter the user's email address, the system checks if that email address exists (see below). Once you are finished, click the "Submit" button. As soon as you press submit the system will send an email to the user with their username and password. The password will very briefly be displayed in a status message, but other than, you will not have access to the password. You will then be presented with a window to select which role(s) you would like to assign to the user, and the click "Submit".
You can not enter duplicate email addresses
After you enter an email address for a new user, the system automatically checks to see if that person's email address is already in the system. If it does already exist, you will receive a pop up similar to the one on the left, which indicates that the user is already in the system, and rather than creating a new account, it allows you to assign a role to that person to add them to your entity so that the user will not have multiple accounts.
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