How to create a new user via the Admin

Overview

This article provides a step-by-step guide on how to create a new user in AnswerHub and add them to a group. It includes instructions on entering user details, setting a password, sending a welcome message, and assigning the user to a group.

Information

1. From the Users & Groups sidebar of the Administrator Dashboard select Users & Groups > Manage > Users.

   Result: The Create User pane is displayed with the Create user tab pre-selected.
   
   
   
   

2. In the Email field, enter the new user’s email address.
   
   
3. In the Username field, enter the new user’s username.

   Note: If the username has already been taken, a message that reads this username is already in use will be displayed in red beside the Username field.
   
   

4. In the Password field, enter a password for the new user.

   Note: If you would like a random password to generate, click random password beside the Password field. If you do not enter a password or select the random password link, then a password will still generate for the user and a yellow bar that reads:
   
   
   
   if you choose to create a specific password for a user, type that into the box and unchecked the "send welcome message box". A message reading:
   
   
   
   This type of randomly generated password is not sent to them electronically, and will have to be given to them by hand.
   
   

5. If you would like the new user to receive an email welcome message, select the Send Welcome Message checkbox.

   Note: Be sure that your outgoing mail settings are configured before performing this step to ensure that the users receive the email.
   
   

6. Enter the first few letters of any groups you would like the new user to belong to in the Groups field, and select the group as it is displayed in the drop-down menu.

   Result: The selected groups are displayed as checkboxes above the Groups field.
   
   
   
   

7. To save, click the Save button.

   Result: The Viewing: [username] pane is displayed with a green bar that reads User successfully created is displayed at the top of the pane.
   
   

8. To save and import another, click the Save & Import Another button.

   Result: The Create user pane is displayed. You can immediately add another user by repeating steps 2-6.