Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Administrators Adding Users

Administrators can create accounts for new Users who will be associated with an Organizationorganization.

  • Local (grant makers) and Grantee Administrators can create accounts for their own Organization.

  • Local administrators can create accounts for Grantee Organizations which will initiate a Join requestsrequest.

When a User is added by an Administrator, DD Suite will send the new User an email with a system generated password.

If you try to add someone who already has an account, you will get an error message saying that the account already exists. The User will need to login and request to join an Organization (See Joining an Organization). The Verification Email has been replaced with a second Re-Enter Email field. Typing in the email address twice should ensure that it has been entered correctly. Copy/paste is not allowed in either of these email address fields.

Adding a User to your Own Organization

  • Log -in to into DD Suite.

  • Select the "Administration" module.Module. (Note: your Modules could look different, depending on your organization).

...

  • Next, select "Accounts".

  • Select the "Add User" button.

    Image RemovedImage Added

  • Fill in all of the information for the User (required fields are marked with a red asterisk).)

    The Administrator must set the new User's access level within their Organizationorganization.

  • Click the “Save” button to add this user User to administrator's organization.

    Note: The new User will receive an email with a temporary password, along with instructions for logging into DD Suite.

Local Administrators Adding a User to a Grantee Organization

...

  • The

...

  • Log-in to DD Suite.

  • Select the "Administration" module.

  • Next, select "Grantee Organizations" module.

    Image Removed

  • Select the specific Organization for the new User .

    Image Removed

  • On the specific Organization's Accounts list page, select the "Add User" button.

    Image Removed

  • Fill in all of the information for the User (required fields are marked with a red asterisk.)

    Note that the Grantee Administrator who approves the new User's Join request will set the access level.

    Image Removed
  • Click the “Save” button to add this User to Administrator's Organization.

    Note: The new user will receive an email with a temporary password, along with instructions for logging into DD Suite. Administrators will receive an email notifying them of a Join request for the new User.