Adding users
Whether you're inviting users to take part in calling or peer to peer conversation campaigns, or staff to become admins on the platform, the process to invite someone to become a Movement user is the same.
You can invite users individually or in bulk. When the process is completed each user will receive an invite link which they can use to create an account.
If inviting users in bulk, you'll need to group invites separately for different roles. Don't include volunteer and coordinator or admin users in the same invite, separate these out and run through the invite process for each group.
Step 1: Navigate to the users tab and click the invite users button in the top right.
Step 2: Provide the email addresses
Provide the email address for the people you wish to invite to set up Movement user accounts. You can enter each email address separated by a space, comma, or line break.
Step 3: Select the role you would like to assign to this set of users
Roles and permissions are customisable and super admins can create and edit the roles you need in settings. The four basic roles are:
- Volunteer: can take part in SMS and calling campaigns.
- Coordinator: can set up and edit campaigns and audiences, manage volunteer user accounts and take part in campaigns.
- Admin: can manage campaigns and has all permissions available to users not assigned to the national organisation.
- Super admin: has full admin permissions and can manage ever aspect of the platform. This can only be assigned to national users.
If a user is assigned the role of admin or coordinator, this will give them admin access within their organisation only. So, if a user is in a regional organisation they will be able to manage campaigns, audiences and users in this region only. National users will have full access to all campaigns, audiences and users.
You can change access levels for individual users at any point by changing the role(s) assigned to the user's account.
Step 4: Select an approval process
The default of automatic approval means user accounts are approved automatically and users get immediate access to the platform after they set up their accounts. You can uncheck this box to require an admin approves each registration when it's completed.
If you require admin approval you will find the pending accounts in the Awaiting approval tab.
Step 5: Select an organisation
You can either assign users to an organisation or allow the users to select their organisations themselves.
By default, users will be added to the same organisation as the admin or coordinator who creates the invites. You can change this to allow users to pick their own organisation, such as their branch or region. If you have disabled auto approvals above, you will then be able to approve users based on the organisations they choose.
You can change an individual user's organisation at any point by editing the settings on the user's account.
Step 6: Users receive an invitation by email and will be under 'invited users'
Users will be under 'invited users' until they use the invite link to set up their account. If someone cannot find their invite and needs another, click on their account to resend the email or copy their unique invite link.
