Admins can create new users by:
- Clicking the three bars icon in the top right corner (see 1, below).
- Selecting Settings from the menu, then select the Permissions tab (2). You will go to the list of users shown.
- Click the plus sign on the right of the screen (3).
This gives you the page to complete the new consultant's details. The permissions group for normal users is usually 'Researchers' but 'External' is often used for people that do not work directly for you. When you save this, the new user will get a 'Welcome' email with a link to sign in to the application. This will expire after a few hours, so they should follow the link soon after receiving it. If this happens, you can send them a new invitation email by clicking the 'X' icon on their profile.
Note that it is possible to create a new user profile in a 'disabled' state, so that you can enable them when appropriate. Only when they are first enabled will the user receive their 'Welcome' email to set up their password.
If you are replacing one user with another, after creating the new user, you can remove the old user by clicking the bin icon (circled) on the required profile. You will be prompted about whom to give the owned records to - select the new user you just created. This will only be allowed if both profiles have the same permissions group - if they are not, you can change the permissions group of the person being deleted before clicking the bin icon.
The first part of this video covers user maintenance.
Temporary
For Temporary members of staff you can set an expiry date for them by using the clock icon:
