Onboard a New User

This guide will show you how to add new users to your RoleUp dashboard. You should add any integrations you want to use via the “Integrations” tab before starting this process.

How to Onboard a New User

To get started with the onboarding process, visit the “Users” tab and click the blue “Onboard” button.

On the next screen, you can enter an email address for the new user. If you have an integration with Google Apps, you can also choose to create a new Gmail account at this point. Click “Create User” when you’re done.

On the next screen, choose the integrations you want to give this user access to. You may be asked to give more details on this screen. For example, the WordPress integration will also ask for user role, plus a First Name and Last Name. Click “Done” to move on.

You will now be asked to confirm the new account. Click “OK”.

You will now see a screen with the integration listed. You can add more accounts with other integrations, or you can click “Done” to finish.

Ask New Users to Share Missing Information

If you need to request more details for an account, RoleUp will list these accounts as “Pending”. You can click the “Share” button” to ask for more details.

After clicking “Share”, you will see the screen below. You will be given a URL to share with the new user. This URL will be valid for 48 hours.

When the new user visits the URL you give them, they will see a screen like the one below. They can fill in the details and click “Confirm”.

In the RoleUp dashboard, the admin will see that the account is waiting for their approval. The admin can click “Complete” to finish the account creation process.

Last updated on Nov 2, 2021 09:20 pm