How to add an individual user

Created by Amanda Lowndes, Modified on Mon, 14 Oct at 1:27 PM by Daria Nasedkina

TABLE OF CONTENTS

A step-by-step guide: VIDEO
A step-by-step guide: TEXT

A step-by-step guide: VIDEO

A step-by-step guide: TEXT

To add an individual user:

Go to your Admin Atlas page.
Click Users on the left side menu pane to show the Users page.
Click Add user in the right top corner.
Enter the user's first and last names in respective fields.
Optional: Enter the telephone number.
Optional: Upload a Signature image
Click Upload file to open your local file search application. Navigate to your user’s signature file, select the filename, and click Open.
Choose the sign-in method of the user: email or username
1. To use an EMAIL ADDRESS for sign-in credentials:
  - Select Yes for Has email?.
  - Enter the user’s email address. The user will be sent an email login link and asked to create a password the first time they sign in.
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Please note: Once you create a user, the automatic email login link will be sent immediately.

If you prefer not to send this email right away, consider using a username as a sign-in method or waiting to add the user until the timing is more appropriate for your communication plan.
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2. To use a USERNAME for sign-in credentials:
  - Select No for Has email?
  - Enter a unique Username that your new user will enter to sign in to the LMS.
  - Enter a Password following the rules shown on the screen, and re-enter in Confirm password.
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Please note: you will need to pass this sign-in credentials (a username and a password) to the user yourself using your preferred method of communication.
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8. Select access rights for this user from the dropdown menu. To learn more, see User profiles.

9. If your user has any type of administrator rights (Administrator, Coordinator, or Reporter), you can restrict their access to certain segments by selecting the relevant ones in the iHasco segments dropdown menu. To learn more about segments see What are organisational segments.

10. Enable multi-factor authentication (MFA) if needed. To do so, click the toggle to show Yes. To learn more, see the Atlas MFA guide.

11. Enter information into any custom eLearning fields, if applicable.

12. Click Save details to add the user.