How to Create and Manage Users | Scribe

    How to Create and Manage Users

      alert ordinal icon
      HEI users must have the HEI Administrator role assigned to access the steps demonstrated in this guide. \ HEI Administrators are able to update, create and grant roles for users.

      User Authorization and How to Manage Users

      1
      Click on "Account" and click "Manage Users."
      2
      Navigate to "Actions" column and click "Manage."
      3
      Click "Update."
      4
      Provide all required (*) details: contact details and preferences.
      5
      Click "Next."
      6
      Select applicable roles for user and select data visibility.
      7
      Click "Save."

      How to Create a New User

      information ordinal icon
      Tip! See below for an overview of all HEI roles and the corresponding functionalities.
      8
      Select applicable Faculty/Department and/or Department/Facility.
      9
      Click "Add User."
      10
      Provide all the required (*) details: contact details and preferences.
      11
      Select applicable roles for user and select data visibility.
      12
      Click "Next."
      13
      You will see an email template that will be sent to the user to activate their account. Click "Create User."