Step 1:  Users & Groups Users list Create User 

When creating new users, ensure  “Contributor” permissions are applied to their account. If the “Visitor” option is checked off, this will grant your Contributors access to viewing the Agenda, without being added to each attendee group. In order to grant them Visitor level permissions, each meeting template must also have the visitor option enabled. * NOTE: this is an optional step -please see links below for additional steps on activating visitor access.

Step 2: Activating Users

Forms users only will need to be activated prior to being able to login. Click the “Send Invite ” link to send the user  an invitation email to join the organization's eScribe.  Users will be provided  the option to create their own password. Administrators may choose to activate accounts prior to training or after. 

NOTE: For customers who are single sign on - this step can be skipped as user accounts are automatically activated.