Users: How to Add A New User
Users who have partner editor status or partner roles have the permission to create a new users for their own partner organizations. Please contact Kathy Pettit (firstname.lastname@example.org) if you would like to create a user who is not part of your organization and assign them access as a registered user. To create a new user within your organization follow the instructions below:
(Note: Instead of steps 1-3, you can go to the URL http://www.neighborhoodindicators.org/admin/user/user/create)
- Click on “My Dashboard” at the top right of any page
- On the right hand side under ‘Create Content’, scroll down to the ‘Partners’ section
- Click on ‘Create User’
- Fill in a username, email address, and password. Usernames should be the same as the email address (i.e., if the email connected to the account is email@example.com, then the username should also be firstname.lastname@example.org.
- Currently, you cannot change a user from blocked to active, so until this is fixed, make sure every user you create is "active." If you want to instantly give the user access to the site, make sure the Status is clicked to “Active.” If you are creating the user profile before you want to give the user access to the site, you can click on “Blocked.” For more information on blocking, see the section below on “How to Block (or Delete) A User"
- All partner staff should be assigned the role of "Partner" at minimum. The "Partner" can see private content, but cannot add/edit content or users.
- Partner staff can also be designated an "Editor" who can add/edit content or users for the partner organization. NOTE: This is in addition to the "partner" role .
- Users with partner status cannot create partner editors for their organizations. New permissions can only be assigned to those with permission status "below" the acting user.
- You are currently able to assign "Registered Users" (intended for non-partner guests and alumni), but please should not assign anyone this role. We will remove the possibility of assigining "Registered Users" soon.
- For Urban staff, see additional instructions at K:\Metro\TKingsle\NNip\ADMIN\NNIP administration guide.docx.
The default option is for new users to be notified of the account. This is a sample welcome email: |
"Welcome to the NNIP website ( http://www.neighborhoodindicators.org ). See note below for information about logging in, your profile, and website roles.
LOGGING IN: You may log in using the information:
PERSONAL PROFILE: Once you’ve logged in, please select the "edit profile" link or edit the profile through "My Dashboard" to add a short bio and upload a 200 x 200 photo.
ROLES (for editors): As staff of a partner organization, you will be able to see private content when you are logged into the site. You also are authorized as an editor so you can 1) add and edit content about your organization on the site and 2) add other staff as users with either read-only access or as fellow editors. To learn about how to use the website, you may view the online guide or the introductory webinar after you log in.
ROLES (for non-editors): As a NNIP partner or guest user, you will be able to see private content when you are logged into the site, but cannot add new content to the site. To learn about how to use the website, you may view the online guide or the introductory webinar after you log in.
Feel free to email email@example.com if you have any questions.
— NNIP/Urban Team"
- Upload a photo. Each user should have a photo. Photo sizes should be 200 x 200 or larger with the same ratio (e.g., 300 x 300, 472 x 472, etc.)The partner organization should already be filled in.
- Fill in the position title of the new user.
- Optional: You can fill in the “Bio”, but the user can also fill in his or her own bio later.
- Do not click the guest button and do not fill in a guest organization. If the new user is a guest and not an employee of an NNIP partner organization, please contact Kathy Pettit at the Urban Institute (firstname.lastname@example.org) as you will not be able to register the user under a different organization name.
- Optional: If you want the user’s email address to be displayed publicly on the partner page as a partner contact, than enter the email address under “Public email address”, otherwise leave it blank
- Optional: Enter phone number
- Optional: If you want the profile of the user to only be visible to registered users, click on the private check box. For more information on this option see the “Public vs. Private” section above.
Optional: Change the weight of the profile. If you want the new user to appear earlier on the partner page, for example, you can enter a negative weight. Or, if you want the new user to appear later on the partner page, you can enter a positive weight. For more information on weights, see the “Weight” section above.
After a user has been notified of the new account, they will be able to log in to the system and complete/edit their profile from their dashboard page. They can also designate whether they’d like their profile to be private or public.
Once an account is created, a user can edit one’s profile, including changing the username, first name/last name, position title, bio, email address, phone number, and whether or not the profile is public or private.
When editing the user profile, users can and should add any “issue area” or any “expertise” that describes them.