Manually Create a New Account

The Create Tab opens to the Create Account Page. To bulk import the information for several new user accounts, go to the Import Tab on the Accounts Page.

WIKI LINK HOW TO: BULK IMPORT NEW USER ACCOUNTS

 To manually create a single new account, open the Create Tab on the Accounts Page in the Accounts Module. The fields that show are customizable and your organization has the ability to create any desired fields.

An asterisk indicates that the input field is a required entry. You can create new Account Fields and modify existing ones, including which Account Fields are required, on the Account Fields Tab in the Site Settings Module.

WIKI LINK HOW TO: EDIT USER ACCOUNT INFORMATION FIELDS (SITE SETTINGS MODULE)

WIKI LINK ACCOUNT FIELDS TAB: SITE SETTINGS MODULE

The email field can be left blank when creating a new user account. If so, KAStrack will generate a unique email address for the user, formatted like: username@sitename.kastrack.com.

If no email address is entered, a user will not be able to receive email reports/alerts, however, reports and alerts are still delivered to the user’s account. Users can access system messaging through the Notifications History Tab on the My Accounts Page in the Accounts Module. If you want to designate an email address to receive all notices sent to an account that does not have their own email address, this can be done by “Enabling Catch Missing CC” on the Settings Page of the Communications Module. WIKI LINK EMAIL SETTINGS > MODULE SETTINGS TAB

Enter the requested information for the new user.

Registration profiles act as templates when creating new user accounts. WIKI LINK REGISTRATION TAB SITE SETTINGS MODULE Select which registration profile (listed in the registration tab of Site Settings) you would like to apply to the new user account from the dropdown menu to assign predetermined access level(s), supervisor(s), and Certification Role(s). 

These fields will not populate on screen until the account is saved.

WIKI LINK HOW TO: CREATE NEW REGISTRATION PROFILES (SITE SETTINGS MODULE)

Click “Add/Edit Access Level(s)” opening the Choose Access Levels Modal.

The Modal will display two columns: Selected Access Level(s) (what has been assigned to the user) and Available Access Level(s) (what can still be assigned). Drag and drop the designations as desired or click an item to move it from its current column to the other.

Select the “Save Access Level(s)” button at the bottom of the modal to save the changes or click “Cancel” to return to Create Tab on the Accounts Page.

WIKI LINK UNDERSTANDING ACCESS LEVELS (ACCOUNTS MODULE)

Click “Add/Edit Supervisor(s)” opening the Choose Supervisors Modal.

The Modal will display two columns: Selected Supervisor(s) and Available Supervisor(s). Drag and drop the designations as desired or click an item to move it from its current column to the other.

Select the “Save Supervisor(s)” button at the bottom of the modal to save the changes or click “Cancel” to return to the Create Tab on the Account Page.

Click “Add/Edit Certification Role(s) opening the Choose Certification Role(s) Modal.

The Modal will display two columns: Selected Certification Role(s) and Available Certification Role(s). Drag and drop the designations as desired or click an item to move it from its current column to the other.

Select the “Save Certification Role(s)” button at the bottom of the modal to save the changes or click “Cancel” to return to the Create Tab on the Account Page.

Select the optional “Send welcome email” checkbox to send a welcome e-mail.

Select the “Create Account” button to create the new user account or click “Cancel” to return to the Active Tab on the Accounts Page without saving changes.