Note- Administrators should have an understanding of Users and Roles before adding users. Be sure to review the article and talk to your NotiSphere implementation team for more information if needed.
There are two basic ways to add Users to the NotiSphere platform - add them individually or enable User Self-Registration. Both methods are described below.
Adding Users Manually
Adding Users manually is a good option for adding a small number of users or adding users with different Role types. Typically, an organization has a small number of Administrators and Recall Coordinators.
Users are assigned a Role as part of the user account creation process. So, it is important for the Administrator to understand what Role to assign at the time of account creation. Roles can be changed later.
1 - From the Users tab under Organization Settings, Click ADD from the right
2 - Enter the User's First and Last Name
3 - Enter the User's organization email - the Domain for the email address must be included in the General account settings
4 - Select an appropriate Site for the User - select Corporate if your organization is not leveraging the Site Functionality. Enter the users phone number and Title
Self-Registration is a simple way to set up multiple accounts by giving the end users the ability to generate their own accounts. The Administrator sends a link to the Users in an email. The user clicks the link and set up the account.
