How to Create Entrant Users as an Admin
Nucleus features a Self Registration form that allows Users to effortlessly register and create their own accounts. However, there may be occasions when Admin Users need to create User accounts themselves.
How to Create a User in an Existing Organisation
Please follow these instructions:
- Log into the Admin Interface
- Go to Actions>Users
- Click on Add
- Enter all the relevant information
- On the “Invite message” field include a personal message to the User you are creating in their invite email
- From the Organisation dropdown menu select the relevant existing Organisation
- Click Save & Close
How to Create a User in a New Organisation
Please follow these instructions:
- Log into the Admin Interface
- Go to Actions>Organisations
- Click on Add
- Enter all the relevant information. Please note that the mandatory fields are flagged in blue
- Click Save & Close
- Go to Actions>Users
- Click on Add
- Enter all the relevant information
- On the “Invite message” field include a personal message to the User you are creating in their invite email
- From the Organisation dropdown menu select the Organisation you’ve just created
- Click Save & Close
Important Note – Once the User is created, in both scenarios they will be sent the invite/newUser email template. The template includes two important special values:
- @@entrantnewuserinvitemessage@@ – which displays what has been entered into the Invite Message field.
- @@registrationUrl@@ – which is the link to register into Nucleus.
More information on how to manage the Users’ section can be found here.