Before someone can access infoodle they need to be added to infoodle as a contact, assigned a role, and issued a login username and password.
Assigning a user a role
Before you begin:
Have you added the users to infoodle?
Have you created the roles?
Only an infoodle administrator with the permissions of Create Accounts and Roles and List All Roles can create roles.
How to assign a user a role?
- Go to the profile page of the person you want to assign a role to
- Confirm they have an email address and that it is active
- Click on the settings cog icon in the top left next to the person's name
- Click settings from the menu
- Select the role from the dropdown list
- Set login is active to yes
- Finally, click save
Note, this will save the settings and refresh the page. You will then see a new button Send Password Setup Email near the top of the user settings, indicating this user is now available for sending a login setup to.
The Password Setup link is only Valid for 24 hours from the time that the Password setup email is sent to the user so ensure that the person will be available to set this up within that timeframe. An admin can re-send a new password setup email at any time if needed.