Tip!

This option is only available to those with **System Administrator** permissions

Click on your username in the upper right corner, then choose "Admin" from the drop-down.

Tip!

If you do not see the sidebar, click on the gray tab to expand it

Assign a **Username**

Leave **Status** as "Active"

We'll come back to **User Type**

Enter the user's First Name and Last Name

Now you need to choose the User Type

You have 2 options:

**System Administrator User:** \
This user has access to ALL Data, as well as the ability to change system settings. Only assign this role to your most trusted users. The only way to limit a user with this role is to change them to a **Regular User.**

**Regular User:**\
This is your more general type of user. It can be assigned various permission roles. This should be the most common type of user you have. 

After assigning a **User Type**, scroll down to the bottom of the page and enter an email address for the user.

**NOTE**: \
This is a required field. An email is needed to retrieve passwords should they be forgotten. You will not be able to save the record without an email address filled in. \
If you are creating an account for an member who does not have a regular email address we recommend using the email of a Clubhouse Admin or Staff Member. The same email can be used across multiple accounts.

Lastly, scroll back up to the top and click the **Password** tab

Type your new password twice, then click "Save"

Tip!

If your user is not present when you're creating the user account we recommend you assign a random secure password. The user will be able to reset their own password later using the "Forgot My Password" option. 

User Roles are assigned to **Regular Users** to give them a variety of permissions across Flourish

You cannot assign Roles to **System Administrator** users

If you're already familiar with the user roles you can assign them from within the member profile.

After saving the new user, scroll to the bottom of the page and click the arrow next to "Create"\
Choose "Select" from the expanded menu

A new window will pop up with a list of the User Roles \
\
To assign a role, click on the name of your chosen role

That's it! Your role is assigned! You might need to refresh to see it.

Use this option if you're not yet familiar with all of the details of each Role. 

While in the Admin Menu: 

In the left navigation panel, click **Role Management**

To see the details of each role's permissions, click on the role name

Here you can read over the exact permissions assigned to each role

Once you're sure this is the appropriate role for the user, scroll to the bottom and expand the **Users** subpanel.

Click **Select User**

A new window will pop up, with search options. There will also be a full list of users at the bottom. 

To use the **Search** feature, enter a few identifying details, and then click "Search"

Once you have found your user(s), click the checkbox next to their name

After you've chosen your user, click "Select"

That's it! You're done!

We know that these roles can be confusing. Please reach out to **Flourish Support** at [support@clubhousedata.org](mailto:support@clubhousedata.org) if you need assistance with assigning, editing, or creating roles.

We're happy to help! 

Creating a New User in Flourish

Navigation

Creating the User

Assigning User Roles: Option 1

Assigning User Roles: Option 2