Users are the specific people who log into Cascade and get plugged into Roles. The fastest way to create users is by clicking the invite users icon in the top-right of your screen from any page in Cascade.
All you need to do is type their email address and press Enter. You can see how many available seats you have remaining on your subscription by looking at the quantity in the left-side panel.
If you have Organization Privilege or Fast Deployment is turned on in your system settings you will be able to invite people beyond your seat limit. In that case, you will be shown estimated charges before you send out your invitation(s).
After you click Invite the email will be added to the user list found on the Admin > Organization > Users page. Here you can edit their details further by double-clicking on their row.
You can also go to the Roles page to edit their role name or to the Privileges page to assign them editing rights for the strategic plans or access to system settings if needed.
Quick tips on Privileges:
- Strategy: People who should be able to build, adjust, or add progress updates on anything to do with all strategic plan data in the system should be given Strategy privilege. This is essentially "full access" for all non-admin activities.
- Organization: Gives access to the Admin > Organization page. Give this privilege to your admins for user and organization structure management.
- System: Gives access to the Admin > System page. Give this privilege to your admins for settings and security management (such as on/off switches, SSO).
- Org Strategy: Similar to Strategy privilege, but "full access" only applies to the specific plan that a user's role is aligned to. Sometimes it makes sense to give this privilege to someone who should have full editing rights on a department or regional plan, but shouldn't be able to freely edit any other plans.
Our original article on privileges can be found here.
Team member receives the email:
Once your team member receives the email they will be able to set up their profile by clicking the link on the email and entering their name and password for their account.
Remember, their username is automatically their email unless you change it in the Admin settings.
How to cancel an invite?
To cancel an invite and free up a seat on your plan simply archive the invited user in the Admin > Organization > Users table. Archiving an invited user will make the link sent to them in the original email expire.
How to resend an invite for an expired link?
To resend an invite you need to unarchive the invited user in the Admin > Organization > Users table. Unarchiving will send them an email with a valid link to create their profile.
Trouble receiving the invitation email?
The first thing to check is your spam email folder for an email from email@example.com. If you still have not received an email, double-check that emails are turned on for your Cascade account. You or someone with Cascade Admin/Organization privileges can do this by going to Admin > System > Settings and toggling Emails to ON.
Adding Users via "Add Goal"
You can also add users while adding a new Goal. Click "Add Goal" at the top of the screen. This will open the Goal Designer:
Next, use the "+ Add New User to Cascade" button just below the "Owner" box and enter emails as described above.
Note: Just as with the usual Invite Users workflow, if you have Organization Privilege, Cascade will alert you of specific prorated charges to be incurred if adding a billable user will put your user count beyond your base subscription.
What if I don't want to create a new goal?
No worries - as soon as you're done creating users, just click the "X" at the top of the Sidebar to close out of the Goal Designer and discard the goal. Your users are saved.
Where can I see all of my billable users?
You can find your entire current user list under Admin > Organization. To view only billable users on this page, set the "Enabled" drop-down menu to "Yes."
At the bottom of the screen, you will see the number of billable users vs. total users.
Traditional User Creation
Remember that all users must have an unappointed Role to assign to your new User. You will not be able to add a User via the traditional method without first creating their individual Role.
To create a user in Cascade go to Admin > Organization and you will automatically land on the Users tab.
Click the “Add User” button in the top right-hand corner – the User designer will then appear with 4 tabs to work through described below:
You will need to create a unique ID for this User, or you can leave it blank and the system will generate a User ID for you. You'll then need to create a Username and password (optional) for them to log in.
Note: if you don't create a password, the user will be able to create their own when they are notified of their Cascade account.
Tip: People often use an email as the Username for easy remembering!
The Personal Details tab will require you to input the Users
- First name
- Last name
- Email address
In the Appointment tab you'll see a drop down menu, where you will see all the unappointed Roles in the system. If you don't see any Roles in the drop down, this is because you need to create a Role, read here for creating Roles in Cascade. Note: for a User to be able to log into the system they must be sitting in a Role and be enabled. To invite them to access the system you must notify them by clicking the email icon on their line.
Once on the review tab, simply click save, and your new User will be created.
Note: new Users will be disabled by default. If you would like the User to have log in access to Cascade, make sure you tick the box 'Enabled' for the associated User.
You can also send the Users welcome emails by clicking on the mail icon next to the User's profile or 'Notify' button on the top right hand of the page. The welcome emails will contain a link for the User to log in to Cascade and reset their password.