Admin Tasks

Managing Sites  11
Users (Admins, Authors, and Viewers)  17
Viewing Permissions  9
Reports  11
Account Settings  8
Viewer Groups  3
Plans and Billing  9
Additional Topics  5

Other Resources

ScreenSteps  /  Admin Tasks /  Users (Admins, Authors, and Viewers)

Create new users (Admin, Editor, Learner, Reader, API)

Updated Jun 26, 2019

What user role would you like to create?

Click here for more information on user roles.

Create a new User

Click Create/Invite User

Invite User

Select the Admin role, enter the Email address, and click Invite User.

Create a new User

Click Create/Invite User

Invite new user

Add Role and Email
Select Viewable Sites and/or Groups

Check the box next to the Groups or the Viewable Sites that this Editor can view.

Select Editable Sites > Invite User

Whichever sites the Editor can edit, he/she can also view.

Create a new User

Click Create/Invite User

Invite the user

Select the Learner Role and include the Email address
Include the Viewable Sites and/or Groups

Whichever sites the Groups have viewing permissions for will be inherited by the user if you add him/her to the Group.

Create a new User

Click Create/Invite User

Invite the user

Select the Role and add an Email
Select the Viewable Sites and/or Groups

Whichever sites the Groups have viewing permissions for will be inherited by the user if you add him/her to the Group.

Create a new User

Click Create/Invite User

Invite the user

Include the Role and additional information
Include the Viewable Sites and/or Groups

Whichever sites the Groups have viewing permissions for will be inherited by the user if you add him/her to the Group.

Congratulations, you are done!

0 Comment

Add your comment

E-Mail me when someone replies to this comment
Previous Article What are the different types of users?
Next Article Authoring permissions

Still Need Help?

Contact Us