Creating a Forms User

Geeta Nagpal
Geeta Nagpal
  • Updated

Forms users are local accounts created and managed within eScribe by an Administrator. Administrators can opt to create accounts in advance and activation emails when ready.

Creating a new Forms User

  1. Go to Main Navigation Bar.

  2. Click Users & Groups.

  3. Select User List.

  4. On the Users List page, click the Create User button.

  5. Enter the required user details in the form. Please note email addresses can only be used once and must be unique.
  6. Select the type of User Role to assign to the user.

  7. Click Save to create the new user.

  8. The new user will appear in the users list and can be managed using the options menu.

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ZoneExplanation
2 - User Profile

Complete users details:

  • Email Address (used to login and must be unique email)
  • First Name
  • Last Name
3- Permissions & Roles 
  • Portal Administrator
  • Administrator
  • Meeting Type Administrator
  • Meeting Administrator
  • Attendee Group Administrator
  • Approval Group Administrator
  • Contributor
  • Participant
  • Task Manager
  • Visitor
4- Photo & Signature 
  • Upload Photo: user photo  will appear in the user's profile as well as the Graphical Votes Public Display 
  • Upload Signature: user signature will appear if using a Signature Page.

 

 

 

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