There are 4 main ways to add Officials to your site:
In Bulk. By importing officials from a CSV (Excel) spreadsheet.
👉 One at a time. By adding officials one at a time from the People screen.
Via your Site Key. By sharing your Site Key URL with officials.
Via an Official's Account Key. By using an official's Account Key URL.
This article covers #2 above — how to add your officials one at a time, from the People screen.
Video Tutorial:
Step-by-Step Instructions:
To add officials to your site one at a time, follow these steps:
1. Log in to your account.
2. Select the People screen.
3. Select + Add New Person.
4. Enter the official's first and last name.
5. Enter the official's email address.
Note: each account can have multiple email addresses.
Any emails sent to an official by the system will go to all listed email addresses.
While an email address is not technically required, an official without an email address will not be able to log in.
6. Decide if/how you want the official to receive their login credentials.
The Send New Account Email Immediately box defaults to being checked.
This will trigger an email with instructions for your official to login once you save their profile. You're welcome to uncheck this if you prefer to send out login instructions at a later time.
Note: when a new account is created via a spreadsheet import, the official will not automatically receive a new account email.
If your official doesn't automatically receive a new account email, then once you add someone to the system, you can use the Send New Account Email link in their Profile to push out a new account email to them.
If you have multiple people who have never logged in, you can send invites out in bulk by using the Send New Account Emails... link, which can be found at the top of the People page.
7. Optional: enter information in the remaining on-screen fields.
You'll see that there are options on the screen to enter other types of information, like address, IDs, and Assignment Limits. You're welcome to fill those out if it would be useful for your particular use case. If you're interested in using any of these fields, check out this article for more in-depth information on how to do that.
Otherwise, move onto step 8. 👇
8. Set the official's Permissions.
By default, any new users added to the site will be granted Official permissions. If the user is just an official, then you can leave the permissions as is.
If the user should also have additional permissions, then you can check those off, as well. You can learn all about the different types of permissions and privileges for users in this article: How to set up Permissions for your Users.
9. Select Save.
And there you have it! Let us know if you have questions on any of this by emailing us at [email protected]. 👍