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How-to video: Add new users

Watch a tutorial on adding a new user account, assigning their permissions, and sending a password link


The employees in your organization need their own accounts to manage content or participate in CompetencyCore activities. In this video, we’ll show you how to add a new user account, set their permissions, and notify the user. 

  • To get started, click the gear icon on the top right of your screen.
  • Expand User Management in the Administration menu and click Users.
  • Click Add and select New User in the drop-down on the top right of the page.

A window opens where you can fill in information about the employee. Enter the first name, last name, and email address. You’ll also need to create a username - you can always reuse the email address so it’s easy to remember.

Next, we’ll set up this user’s permissions. Click the Permissions tab. You’ll see we offer three default security profiles: one for Administrators, one for Managers, and one for Regular Users. Each of these profiles have different permissions turned on. For example, regular users can view job descriptions, but they don’t have permission to manage. New accounts are assigned to the Regular Users profile by default, but you can assign other security profiles to grant more access.

Back on the User tab, click the Send Activation button. This sends the user an email notifying them that an account has been set up for them. The email includes their username and a link they can click to set their own password.

If you’d prefer to set passwords yourself, go to Settings and click Security under General Settings. Turn on the Set passwords setting and click Save. When you return to the Users page, you’ll see an option to set their password. Once set, you can send a notification email which provides the user with a link to the site, but you’ll still need to email them separately to provide their username and the password you’ve created.

You can fill in other information like the hire date or city but this is optional. And that’s it! The user’s account is ready to go; they can access and start using CompetencyCore themselves.