Creating a New User

For the purposes of the Member Wizard system, people who can log in to your data are referred to as Users. Do not confuse Users with Members.

Users have access to your system, Members only appear within the system. Member's access to your organisation's system is via the Member Portal.

Everyone who has access to your organisation’s details in Member Wizard - ie every User - should have their own login and password.

The audit system built into Member Wizard tracks any financial changes made to your organisation’s data by the person who was logged in at the time so it is important that each person has their own user login name.

A particular user login has two properties – a user name/password and a level of access they have to your data.

In addition to financial changes, if you wish to know who was logged in at a praticular time/date then we can provide this information on request but it is only useful if each person is identifiable by a unique login.

See the How to: Roles Help File for detailed information about User Access.

Controlling Levels of Access

The level of access is controlled by the Roles function. Each user of your system in Member Wizard has a unique user name and is allocated a role (which need not be unique) which gives them access to the data you have decided is appropriate for that user.

More information about levels of access can be found in the How to: Roles Help File.

Several users can have the same role (and level of access). The only role in Member Wizard that create new users or roles is that of Administrator. There can however be multiple users with a role of Administrator.

Creating a User Account

To set up a new user select User Management, Users and then Add User. Gui snip

Type in a login name for your new user – we suggest first name.last name is easy for most people to remember however if this name has already been selected by another user in another Organisation you will have to choose an alternative.

Using the drop arrow to the right of the Role field, select the Role access for your new user (See How to - Roles)

You then need to advise Member Wizard of the email address of your new user as they will be sent an email containing their login name and a temporary password.

Once your new user receives this email they should login and change their password. If they do not receive the email within a few minutes ask them to check the spam or junk filter on their email.

If your new user does not receive an email try resending it from the List of Users screen by highlighting the user name and clicking Resend Email. Check first that the email address you have for them is correct and that they have carried out the spam check exercise in the above paragraph.

Suggested knowledgebase articles:

Creating a New User

Controlling Levels of Access

Creating a User Account

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