Adding Users & Assigning Roles

Adding Users & Assigning Roles

Add users manually rather than allow them to create their own accounts.

1. From the Administration Menu across the top of your screen, select User Management → Users → Add User. The Create User page opens.
2. Type a username in the Username field. It may be best to use first initial and last name, but be aware of common first initial/last name combinations. Drupal does not allow duplicate usernames.
3. Type in the users email address. They will be sent a verification email.
4. Type in a password. There are requirements regarding passwords. Read about password requirements.
5. Choose a role for your user. Gingerfeet has created eight user roles with varying permissions and most are self explanatory, but you may want to read more about Roles.
6. Click the checkbox Notify user of new account
7. You can also fill out the contact information at the bottom of the page. This information will automatically create a contact record in CiviCRM.
8. Click the Create New Account button.

Note: If you want to allow users to create their own accounts be sure that administrative approval is required. From the Administration Menu across the top of your screen, select User Management → User Settings and choose Visitors can create accounts but administrator approval is required. Scroll down to the end of the page and click Save Configuration.