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Creating / Adding Users To an Account

Category: Account Level

Uses Case: Adding users to the system for each of the possible function; using the app, creating forms, access to data, managing users, managing dispatch

1) Click on the Add + to add user to the system

2) Enter the users email address as their user name. This will be the user name that they use to access the App and the Portal. Add their first and last name for management.

3) Set the roll of the user. By default the user will have access to the App as a data collection user.

   + Additional rolls allow the user to manage accounts, build forms, etc.

4) Identify what forms they have access to by managing forms into groups called Libraries.

   + It is possible to have different forms available to different groups of people

   + Example: Field data collectors / Supervisors as two different form libraries

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