Create a User Group and Adding a new User
Description: Please reference the User Groups Business Rules document for guidelines on when to create a new group and what roles should be added.
Source: Tango (opens in a new tab)
1. Click on Users
2. Click on Groups
3. Click on Create
4. Type in the name of the new group
5. Type in the Display Name of the new group
This can include additional information about the group. For example - "Includes Reporting permissions" or "Users cannot refund"
6. Click on Add Group
7. Now that the group has been added, find it in the list of roles and click on view (or double click the name) to add roles to the group.
8. The group will be empty when first created.
9. Click on Add Roles
10. Search for the various roles you would like to add to the group.
11. Click on the role to add it to the group. A check mark will appear next to the role.
You can continue to search for roles and adding it to the group.
12. Once you've found all the roles you want to add to the group, hit Add Roles to finish creating the group.
13. To add a new User, navigate to the Users List.
14. Click on New User to add a new user
15. Create the new user
Always select the Create a User radio button to prebuild the profile. Please follow the Business Rules document to build the username and password.
16. Click on Add User
17. Once the new user has been created, they will show up on the users list.
18. Click on Edit to fill out the rest of the profile.
19. Fill out all relevant profile information. For phone number, you can just enter 000-000-0000.
20. Click on Add group to add relevent user groups
21. Find the user group you would like to add to the user profile.
22. Click on Add Groups
You can add multiple groups to the same user.
23. Send Password Reset
Once you're ready to invite the user, click the "Send Password Reset" link so they will receive an email to reset their password.
24. You've created a new user!
Click on back to navigate back to the list of all users.
