[View HTML or PDF Version]

This document concentrates on the User Administrator user role and walks you through the steps of creating a new group and adding a new user.

Step1
A User Administrator cannot create a new user without adding them to a group. To create a new group as a User Administrator, begin by logging in as the User Administrator and select the Users tab from the main menu (should be the only option). [img]

Step 2
Select the User Groups tab, and then select the Add New Group button. [img]

Step 3
A wizard will appear. Name your new group and select "Continue to Group Editor" on the Finish step. [img]

Step 4
Now that you have created a group, you may create a user! Return to the Users tab and select "Add New User" button. [img]

Step 5
A wizard will appear. Configure the login credentials, profile properties, and select one or more user roles for the new user. On the Groups step, add the user to your new group by selecting it and clicking the right-facing arrow (group may already be added if it is your only group). [img]

Step 6
On the final step of the wizard you may add another user or return to the User Manager. [img]


Click here to view more Checkbox Documentation >>