Creating an organization user

Organization users with User management access can create new users.

1. Select My profile > Business management.
2. Select Create user.
3. Enter the user's First name.
4. Enter the user's Last name.
5. Enter the user's Email.
6. Select the User role.
   • User
   • Viewer
   • Admin
   Refer to Role comparison for more information about organization user roles.
7. Select Create user.
   A window may appear asking you to confirm your credentials to continue creating the user.
8. If needed, enter your password, and then select Confirm password.
9. Select Enable accounts.
   You must give the user access to at least one account to create the user.
   

   

   
   
   The Account access window opens.
10. For each account, use the sliders to turn account access on or off.
11. Select Done.
12. Select the Enable accounts button.
    A message appears stating that you successfully created an account for the user.
13. Select a situation and follow the corresponding steps.

    Situation	Steps
    Sending email invites	Select Send email invite. An email is sent to the user to invite them to create their user name and password to access Banno. You are redirected to the Manage users screen.
    Changing user permissions	Default permissions are automatically assigned to new users. Select this option to change the user's permissions. Select Edit permissions. The user's profile opens. Select Set permissions. Use the toggles to edit permissions.
    Selecting Done	Select Done. The user is created, and you are redirected to the Manage users screen. Note: If you select Done, Banno does not send an invite email to the user. You can send an invite email from the user's profile.