Adding a New User for an Client
- David Haskell (Unlicensed)
Summary / TL:DR: This article will show you how to add a new user to OPIUM for a client.
How to Add a New User in OPIUM for an Affiliate
Click Admin in the upper right corner of the screen.
Click Group Users in Grid by Affiliate
Select the appropriate Affiliate from the list of Affiliate Folders
Click Add a New User
Complete the following fields:
First Name* | Enter the first name of the user. | |
Last Name* | Enter the last name of the user. | |
Email* | Enter the email address for the user. | |
Email (Secondary) | Enter a secondary email address for the user if requested. The activation email will also be sent to this email address if one is entered in this field. | |
The user is active in OPIUM when this box is checked. This box will be checked be default. | ||
User Name* | Enter a username for the user. Typically, username are a combination if the first initial and last name. This should be kept consistent across the board. Example: KRafferty If the username already exist within that affiliate, name it unique by adding a number to the end. Example: KRafferty2 | |
Password | This will automatically generate and be sent to the user in the activation email. The user will then be able to create their own password. | |
User Type | Regular User | This is the most common User Type that is going to be used. All users should be set to Regular Users unless instructed otherwise by an Affiliate Admin or by someone on the OPIUM team. The users will have the ability to create and edit efforts. |
Admin | These users have the ability to add a user for their affiliate and edit a user's account, including their permissions. Refer to the Affiliate Admin document for the affiliate. If a user is requesting Admin access, this must be approved by the current Affiliate Admin or the Tier 2 team. | |
Read-only User | These users are only able to look at OPIUM efforts. They are not able to make edits. Only use this User Type when instructed by an Affiliate Admin or by someone on the OPIUM team. | |
Super-admin | ||
Affiliate* | Select the Affiliate the user is part of from the drop down. | |
Special Permissions | Leave these unchecked unless requested by an Affiliate Admin or by someone on the OPIUM team. | |
6. Click Submit