Before you can create a User, please ensure that you have created an unappointed Role to assign to your new User. You will not be able to add a User 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.