How to add an individual user

Created by Amanda Lowndes, Modified on Tue, 12 Nov at 12:52 PM by Daria Nasedkina

TABLE OF CONTENTS


How to add an Individual User

    1. A step-by-step guide (video)

    2. A step-by-step guide (text)

    Step 1: Open a user account

    Step 2: Fill out personal information

    Step 3: Choose the sign-in method 

          Step 4: Fill out remaining fields


Frequently asked questions

1. How do I set up a password for "no email" (i.e. username) users during a bulk upload? 

2. Do I need to create a unique password for each "no email" user?

3. I get "Email/username is already in use" error, but I don’t see a user with these credentials in our system. What should I do? 

4. What happens if a "no email" user forgets their password?

5. Can I change user details?

6. Can users register on their own, instead of me creating accounts for them?



How to add an Individual User


A step-by-step guide (video)

A step-by-step guide (text)


    Step 1: Open a user account

  1. Go to your Admin Atlas page.
  2. Click Users on the left side menu pane to show the Users page.
  3. Click Add user in the right top corner.

    

    Step 2: Fill out personal information

  1. Enter the user's first and last names in the respective fields.
  2. Optional: Enter the telephone number.
  3. 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.


    Step 3: Choose the sign-in method 

    To learn more about available sign-in methods, please refer to this guide: Sign-in methods available for users

  • via EMAIL ADDRESS:

    1. Select Yes for Has email?
    2. 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.
      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.
  • via USERNAME:

    1. Select No for Has email? 
    2. Create a unique Username for the user.
    3. Enter a temporary Password following the on-screen instructions, and re-enter in Confirm password.
      Note: you will need to pass these sign-in credentials (a username and a temporary password) to the user yourself using your preferred method of communication.
       

    Step 4: Fill out remaining fields

  1. Select access rights for this user from the dropdown menu. To learn more, see User Profiles explained.
  2. 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.
  3. Enable multi-factor authentication (MFA) if needed. To do so, click the toggle to show Yes. To learn more, see the Atlas MFA guide.
  4. Enter information into any custom eLearning fields, if applicable.
  5. Click Save details to add the user.


Frequently asked questions:

1. How do I set up a password for "no email" (i.e. username) users during a bulk upload? 

Once you finish adding a user by clicking "Save details", you will be prompted to enter a temporary password for "no email" users.

2. Do I need to create a unique password for each "no email" user?

No, as it is a temporary password, you can use the same one for all users. Upon the first login users will be asked to change the password.

3. I get "Email/username is already in use" error, but I don’t see a user with these credentials in our system. What should I do? 

    Please refer to this guide: "Email/username is already in use" error - what do I do?


4. What happens if a "no email" user forgets their password?

A user needs to contact their organisation's Admin and request their password being reset. To learn how to reset a password, please refer to this guide: How to reset a password of a user.


5. Can I change user details?

Yes, all fields can be edited at any time.

Here are some guides that should help you navigate the editing process:

How to bulk edit users 

How to edit an individual user

How to change a sign-in method of an existing user

How to set an individual user as active/ inactive


6. Can users register on their own, instead of me creating accounts for them?

Yes, for more details please refer to this guide: Self-registration for users

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