Add, Edit, and Delete User Profiles

A System Administrator can add, edit, or delete user profiles at any time by completing these steps:

  1. From the top-left corner of the application, click the Menu icon to access the Navigation menu and select Settings > Users.


  2. To create a new user profile, complete these steps:
    1. Click the Plus icon.
    2. Enter the contact information in the Info fields.
    3. If you wish to assign the user to one or more Strategic Plans, click the Assignments plus icon and then click the drop-downs to choose the specific Strategic Plan and Role.

      Note: A user much be assigned to at least one Strategic Plan to be added.

    4. Click Add to add the new user or Cancel to delete the entry.


  3. To add multiple users from a .CSV file:
    1. Click the Cloud icon.
    2. Click Select file.
    3. Select the .CSV file to upload.


  4. To edit a user profile:
    1. Click on the name of the user. Do not click the circle icon next to the name.
    2. Use the search field to more quickly locate the user profile that requires an update.
    3. You can also filter alphabetically, by roles, and by active/deactivated users.


  5. Click Save on the user profile window when you are done.
  6. To delete a user, click the circle icon next to the name and click Confirm.


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