Widgit Online: Adding group members

 

It is possible for Administrators and Managers (with correct permissions) to create new users on the Group Settings page.

We recommend that teachers and parents are set up as either Managers or Administrators and students/clients should be set up as Users. (see guidance User types in Group Accounts).

You can create users manually or for larger groups you may want to create users via CSV (Comma Separated Values) import.  See guidance on how to do this.

 

Creating new Administrators

• Scroll down to the Administrators section and click on the New Administrator button.

• Allocate a Display Name - this is the name that will be displayed to all users.

• Allocate a Username - this is the name that the new Administrator will use to log in and will make up part of the wen address for their published files. Please use only letters and numbers.

• Enter an email address - Administrators must have a valid registered email.

• Allocate and confirm a password.  This password is temporary and can be changed by the new Administrator when they log into their account.

• You can enter a contact telephone number if required but this is optional.
• Set the Permissions and select if you would like the Administrator to receive emails about group subscription expiry and renewals.

• Click Create Admin

 

Creating new Managers

• Scroll down to the Managers section and click the New Manager button

• Allocate a Display name - This is the name that is displayed to all users

• Allocate a Username - this is the name that the new manager will log in with and will make up part of the web address for their published files. Please use only letters and numbers.

• Enter an email address - this is optional for Managers but we strongly advise that you do this to receive reset links for forgotten passwords.

• Allocate and confirm a password. This password is temporary and can be changed by the new Manager when they log into their account.

• You can enter a contact telephone number if required but this is optional.
• Set the Permissions. Two of these are required for Manager accounts, the rest are optional.  You can also decide how many Users to allocate to this Manager if required.

• Click Create Manager

 

Creating new Users

• Scroll down to the Users section and click the New User button

• Allocate a Display Name - this is the name that is displayed to all Users

• Allocate a Username - this is the name that users will log in with and will make up part of the web address for their published files. Please use only letters and numbers.

• Enter an email address - this is optional for Users but we strongly advise that you do this to receive reset links for forgotten passwords.

• Allocate and confirm a password. This password is temporary and can be changed by the new user when they log into their account.

• You can add a telephone number but this is optional.
• Set the Permissions - these are all optional. You can also select which of the existing Managers to allocate the User to via the drop down, if required.

• Click Create User