Adding Users

You must have privileges as an administrator to add new users.

Every user must be included as a person in ExceedFurther. Generally your organization should have an organization record, and within that record, you would enter your staff member names.

It is important that you add separate user names and email addresses for everyone whom you expect to use the ExceedFurther. There is no limit to the number of users you can add, and two or more users should NEVER USE THE SAME EMAIL TO LOG IN AT THE SAME TIME.

When you add users, you assign them to roles within your organization. Roles determine what screens users are allowed to access and what procedures they are allowed to do. Roles are defined on the Role sub tab of the User Management sub tab of the Admin tab.

To add a new user, do the following:

  1. Click on the "Hello" drop down on the far right top of the ExceedFurther window.
  2. Select Administration from the list.
    1. This opens the Admin tab.
  3. Select the User Management sub tab.
    1. This opens a series of sub tabs for managing users.
  4. Open the Users sub tab.
    1. Unless your organization is using the region/division/chapter features of ExceedFurther, your organization name is displayed as the Organization name and a list of your defined roles appears on the right.
  5. Look up the name of the user by typing in a last name.
    1. A list of matching names appears in a grid.
  6. Click on the user's name and click on Select
  7. If the name is not in the list, click on Add and select Person.
    1. This allows you to add a new staff member to your organization directly from this window.
  8. Select a User ID for this user. Email addresses are used as User IDs. If this list is empty, you'll need to add an email address to the person's bio record.
  9. Type in a password for this user.
  10. Select the password expiration rule.
    1. Users and their passwords can be valid for an indefinite time, until you return to this screen and remove them, or you can set a certain number of days after which the user will no longer be able to log in.
    2. You can set a default value for this selection on the Client Defaults tab.
  11. If you selected By Number of Days, enter the number of days this user login should be valid.
  12. Enter any notes about this user.
  13. Select the role or roles that apply to this user. This will determine what screens and functions the user will be able to access.
  14. Click on Save to save this user information.
  15. If you wish to have added security, consider adding Multi-factor Authentication when your users log in.