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Add and edit users

Search before creating an account. Email addresses and usernames must be unique.

Add a user

  1. Open People and select Add user.
  2. Enter the person's Email address.
  3. Enter a unique Username.
  4. Enter the initial password in Password and Confirm password.
  5. Confirm that the passwords match.
  6. Select Active unless access must remain unavailable.
  7. Select Notify user of new account only when the email address is verified and the account is ready.
  8. Leave optional settings at district defaults unless a documented requirement applies.
  9. Select Create new account.
  10. Search for the username and verify the result.

Add user form with email, username, password, confirmation, status, notification, optional settings, and Create new account controls identified.

Figure SB-DST-006. Add user form.

Group access

Creating the account does not necessarily provide access to private Board materials. Add the user to each approved group separately.

Edit a user

  1. Find the correct account on People.
  2. Select Edit.
  3. Change only fields supported by an approved request.
  4. To reset a password administratively, enter the new value in both password fields.
  5. Use Status to select Active or Blocked.
  6. Select Save and verify the People list.

Edit user page with email, username, password, status, Save, and Cancel account controls identified.

Figure SB-DST-008. Edit user account.

Account cancellation

Cancel account is separate from blocking and may be destructive depending on site configuration. This guide recommends blocking when reversible suspension is sufficient.