Training FAQ

FAQ Detail

Review the full answer below, then return to the searchable FAQ list.

How do I create a new user?

Admin users can create a new user in GamePlanPro™.
  1. Create the Person with a valid email address, then Save.
  2. Click the Positions tab.
  3. Create a Position for the person in your company. If they do not have a position in your company, you are creating a Customer user (see the note below).
  4. Click the System Access tab.
  5. Click Create User Account.
  6. Enter the user login name and password.
  7. Ensure Status to Active.
  8. Click the Groups tab. If the user does not have a position in your company, the only available option will be the Customer group.
  9. Select the appropriate User Group.
  10. Make sure the group is set to Primary.
  11. Save.
  12. Ask the user to change their password after logging in, and remind them not to share their password.

Never assign a customer user to any group other than the Customer user group.

See this tutorial for more details.