Creating Users

This section outlines the process of adding new users, including navigating to user management, filling in user details, setting permissions, and optionally assigning users to groups.

Step 1: Access User Management:

1. In the left sidebar select the "Users" option

1. Near the top of the screen on the User Management page, click on the button labeled "Add Generic Users"

Step 2: Enter User Details:

1. In the "Add Users" form that appears on the left side of the screen, fill in the required fields:

   • First name: Enter the first name of the new user.

   • Last name: Enter the last name of the new user.

   • Username: Choose a unique username for the new user.

   • Email: This email is no longer used for the invite process, so if you wish you can simply put text in the format a@b. As long as there's an @ symbol between two letters the form will accept it.

   

Step 3: Set Permissions and Roles:

1. Choose a System Capability. Typically the only option is "Viewer", as only Foretell employees can create a new admin account for a client code.

1. Choose a Meeting Role for this account

• Leader: This account will be able to move the meeting between locations, play media, and enable/disable interactive activities.

• Participant: This account will be visible with an avatar and be able to speak and move around the room, but will not have access to media or activities unless given permission by a Leader.

• Observer: This account will be able to attend meetings but will not be visible or audible.

Step 4: Add Additional Entries:

1. To add additional users, click on the plus button at the left of the row to add a new entry. To delete an entry, click on the minus sign next to the plus button.

Step 5: Assign to User Group (Optional):

At the top of the list of entries, there is the option to "Add all new users to a user group (optional) with three buttons.

1. "None" - enabled by default, the users will not be added to any user group.

2. "Existing Group" - selecting this will enable a search bar where you can find the existing group you wish to add these users to.

1. "New Group" - selecting this will create a new section where you can define the name and description of a new user group that these users will be added to.

Step 6: Finalize Adding Users:

1. Review all user entries to ensure the accuracy of the information provided.

2. Click on the "Add Users" button in the bottom right corner of the screen.