Users - Registering (adding) a New User

To use, navigate to ORGANIZATION->USERS & PERMISSIONS->USERS->REGISTER USER

To add a new user to your system, click Register User.  This will bring up the Register User window.

Fill out the required fields (as indicated by the red asterisks) and click NEXT->

Now we must decide how we'd like to grant access to Jane; in other words, what permission set to assign her.  We have three choices.

Copy from user

This option allows us to duplicate both the region and permission set settings applied to another already existing user.  In the example above, Demo User is assigned 3 sites and 1 permission set.  If this is the desired result, we can select NEXT-> to continue.

Paste selections

Had we previously viewed an existing user, and chosen to "Copy Configuration", clicking Paste selections here will apply those copied settings to this new user.  

To learn more about how to view an existing user and copy their configuration, please reference the Copy Configuration section within article Users - Editing an Existing User.

Manually select

This is the option to choose should we prefer to start this user over from scratch.  This is the option we'll select as we carry on in this tutorial.  Should you have chosen either of the other two options, you may skip ahead in this tutorial to where we review the user's settings before SUBMITting the invitation.

Because we've chosen Manually select, the following window now displays:

Grant User Management Access

Enabling this for a user (slider moved to the right/turns blue) tells the system that this user may change other users' permission sets.  When disabled, the user will have no rights to change any permission settings. 

When enabling this for a user, you will be promoted to confirm this change.  

If you are sure, click PROCEED.  We will select this as we continue our tutorial.

With Grant User Management Access enabled, we now have a new slider available.  

Make Admin

[todo:  is this accessible to non MCWW employees?  if no, note here only MCWW support will see this.  if yes, flesh this out with details]

For the purposes of this tutorial, we will leave this selection disabled.  

Site Access

Now we must choose which site(s) Jane has access to.  Clicking the drop down list allows us to choose. You have the option of assigning individual sites and entire regions.

For example purposes, we're going to grant Jane access to the Southeaster U.S. region, which in turn grants her access to all sites within that region.  In this case, there's one location named The Car Wash Show - Cruz Lite.

To learn more about regions, please see article Tenant - Regions

When we assign Jane to this region, a new popup displays. 

We must tell the system what permission set to assign Jane to, for the region we've selected.  For this example, we'll select DEFAULT MANAGER.  To learn more about permissions and permission sets, please see article Permissions and Permission Sets - What Are They and How to Configure Them?

Clicking NEXT-> in our example, and because we've subscribed Jane to a region rather than a single site, the system now prompts us to confirm:

Clicking SUBSCRIBE returns us to the previous window, where we now see Jane has been:

• assigned permission set DEFAULT MANAGER
• subscribed to region Southeastern U.S.

Pleased with our selections, we now click SUBMIT.  Several things happen at this point:

• The system emails Jane a confirmation and next steps.  Jane must find that email, and follow its steps.  She will be required to accept Terms of Service, and set a password.  

• The system shows us Jane's user details:

  

  Here we can review her access rights (click Access across the top bar) as well as check the status of her invitation.

  

  We can see that Jane has yet to accept the email invitation and complete the necessary steps.  We also can change our mind and revoke her invitation by clicking Revoke Invitation.  To learn more about revoking invitations, please see article Users - Revoke Invitation

  Later when the invitation has been accepted, we can check back and see when by viewing this same window.  Here we see the user Demo User accepted their invitation on 11/5/2024 at 12:30pm

  

  Once accepted, Jane may now access the system as per the settings you've assigned!