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Add New Users

This article explains how to add new users to ByCommittee P&T from the User & Group Management page. Administrators can add new users to the program from other screens as well, for instance, when editing committee membership from the case page. Also, If you need to add many users to the program at once, see the article "Add Users in Bulk."

1. On your Promotion & Tenure dashboard, click "Manage," and select "Users and Groups" from the dropdown menu

On your Promotion & Tenure dashboard, click "Manage," and select "Users and Groups" from the dropdown menu

1.1. -or- Click on "User & Group Management" from the navigation menu in the upper right of most screens in the program

-or- Click on "User & Group Management" from the navigation menu in the upper right of most screens in the program

The page opens on the "Users" tab by default

The page opens on the "Users" tab by default

2. Click the "Add User" button to the right of the page

Click the "Add User" button to the right of the page

3. Enter the new user's information, including first name, last name, and email 

Enter the new user's information, including first name, last name, and email 

4. Indicate whether or not you want to send the new user a welcome message

Indicate whether or not you want to send the new user a welcome message

5. If you opt to send a welcome email:

Enter your welcome message and click "Preview" to see how the email will appear in the new user's inbox

Enter your welcome message and click "Preview" to see how the email will appear in the new user's inbox

Your email preview will look like this...

Note that this email includes instructions and a link to activate the account.

Your email preview will look like this...

Click "Send" when you are ready

Click "Send" when you are ready

Note: You can resend this invitation email again at any time from the "Edit User" window accessed from the "Users" tab of Users, Committees & Units

Note: You can resend this invitation email again at any time from the "Edit User" window accessed from the "Users" tab of Users, Committees & Units

6. Once they are added to the program, the user can be assigned to units and committees

Select a committee from dropdown list and click "Add"

Note: from the User & Group Management page, a user can only be assigned to standing committees, however, once added, they will still appear as available for ad-hoc or case-specific committees created within their respective unit.

Select a committee from dropdown list and click "Add"

Click the star to appoint the new user as a manager of the committee

Click the star to appoint the new user as a manager of the committee

7. Assign the user to one or more units

Select a unit for the new user from the dropdown list and click "Add"

Select a unit for the new user from the dropdown list and click "Add"

Check the box to add the user as an Administrator of the unit if necessary

Check the box to add the user as an Administrator of the unit if necessary

8. Click "Update" when you are finished

Click "Update" when you are finished
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