Council leaders do not create accounts on behalf of others. Instead, they send invitations that allow leaders to set up their own accounts or accept new roles.
Search for a User
Use any of the fields at the top of the page to search for a user in your Council.
Edit a User
Search for the user, click their record, and select Edit in the upper right. You can update their name, email address, and phone number.
Invite a New User or Invite an Existing User to a New Role
Council leaders invite leaders to create their own accounts or accept a new role, rather than creating accounts on their behalf.
On the User Management screen, click Invite User in the upper right corner
Input the user's email address
Input the role from the drop-down list: Council Leader/Member, District Leader/Member, or Unit Leader
If you select a district or unit role, you will be prompted to choose the applicable district and/or unit from the drop-down list.
The user will receive an email invitation to create an account or accept the role.
Note: The invitation will be valid for 7 days. If the user does not accept within that timeframe, the invite will need to be resent.
Coming soon: A button will be added to display pending invitations so you can monitor their status.
Remove a User or a Role
Search for the user and click their record. Scroll to User Roles at the bottom of the screen. To remove a role, click the trash can icon to the right of the role.
Note: You will not see the trashcan option if the leader is the primary leader of the unit. Make someone else the primary first.