Users are created under the menu Users.
An administrator can create users for the entire organization and associate them with all committees. An administrator can also choose to grant 'User Administrator' rights to an agenda producer, allowing them to create users. The agenda producer can subsequently only create users within the committee they are associated with.
How to create users:
- Click on "Users" in the left menu in Prepare.
- Click on "Register"
- You will now be redirected to the user administration page. Here, enter the first name, last name, and email address of the user. Then, choose the language and enter the mobile number, which will be used to send a one-time activation code to the user.
- Finally, you need to decide whether the new user is allowed to create other users and modify organizational settings. Click on "Send invitation."
- The new user will now receive an invitation to create an account in the organization. To complete the login setup, the user must follow the link in their invitation and fill in the final details.
Important: Be sure that the email address and mobile number are correct for the user; otherwise, they will not receive the invitation or SMS code needed for the first login.
Assignment of user rights
During user creation, as an administrator, you can associate users with committees and assign roles as a meeting secretary or administrator, even before the user has used their email invitation.
- Click on Edit and check which committees the user should be a member of, and which role the user should have.
*Administrator privilege can only be given by a user who is already an administrator. Agenda producers can not assign the right as administrator.
See how to make a user to administrator here
How to give agenda producers permission to create users
For the meeting secretary to be able to create new users within their committee, an administrator must grant permission for it under the user's settings. If you didn't grant the permission during user creation, you can always do it afterward.
If an agenda producer should have the ability to manage and create users, they need to have the role of 'User Administrator'. Here's how you do it:
- Log in to web.firstagenda.com / web.firstagenda.eu.
- Click on "Users" in the left menu of Prepare
- Click on the user who needs the permission.
- Click on "Edit" in the top right corner.
- You will now be taken to the user administration page. Scroll down to "Administration of users and organization". Turn on the slider next to "Can create and manage users".
- Click on "Save" after you have made your changes.
Now, the agenda producer can create and manage users within their committee.