Before Adding users to NotiSphere, please read this article, "Understanding of Users and Roles." 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.
There are two basic ways Administrators can add Users to the NotiSphere platform: manually and enabling 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 group of Administrators and Recall Coordinators.
1. From the Users tab under Organization Settings located on the left navigation menu click "ADD" at the top-right of the screen. .
2. Enter the User's First and Last Name.
3. Enter the User's work email address. The domain for the email address must be included in the General account settings.
4. Select an appropriate Site (also known as location or facility) for the User. Select Corporate if your organization is not using NotiSphere's Site functionality. Enter the users phone number and Title.
Self-Registration allows User to set up their own NotiSphere accounts. This method works well for large organizations that plan to have many employees log in and use NotiSphere for recall management.
To use Self-Registration, your organization's NotiSphere Administrator will send a link to the Users via an email sent from the NotiSphere platform. The Users will then click the link and set up their accounts.
