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Creating a New User Account for a Team Member
To create a new user account for a team member, we'll need to open the "Manage Users" section of the Settings.
Navigating to the "Manage Users" Settings
In the top right of your screen, locate your user profile image. Click your image to open the menu. Under "Settings" click "Manage users". The "Users" tab will be open by default.
Creating an Account
Click the blue plus in the top right to begin creating your team member's account.
This will open a side bar where you will enter your team member's account information. You'll first be prompted to invite them with an email, or manually create their account.
Invite a Team Member
Under the "Basic Information" section, select "Invite" to invite a team member via email.
Enter their email address, and select their Permission and Visibility Groups as needed. Once complete, select "Invite" in the top right of the sidebar to send your team member the invitation email.
The invitation email will contain a link that will take them to Element451. There, they will be prompted to create a password. They will also be prompted to enter their name, job title and department.
Once the password is created, they can begin using Element451.
Manually Add a Team Member
Under the "Basic Information" section, select "Manual" to manually set a team member's password, name, job title, and department.
Once information, Permission and Visibility Groups are set, you'll be prompted to copy your team member's password, or email them their login information.
Assigning Permission and Visibility Groups
During the account creation process, you'll be prompted to assign your team member to Permission and Visibility Groups.
Under each section, you'll see list of default Groups and Groups created by you or other users in your instance.
Permission Groups control access and editing permissions for the modules within Element451. Learn how to manage Permission Groups.
Visibility Groups control access and editing permissions to groups of student records within Element 451. Learn more about Visibility Groups.
Editing a Team Member's Account
Team member accounts can be easily edited after they have been created. This will allow you to change their information, password or Permission and Visibility Groups.
Navigate to the "Manage Users" Settings section. Instructions above.
There, you'll see a list of all Team Member user accounts in your Element instance. Select the "Edit" icon across from their name to edit their account.
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