Add or invite users, editors and administrators

To log in to your website a person requires a user account. You can invite users to create an account and assign them roles that provide access to administrative functions. 

Roles explained

Every user account has a role, which determines what they can do on your website. The User role is the default role given to all user accounts. 

Role Description
User Can view and edit their own contact details and communication preferences.
With an active membership subscription, a User can also access member content, create forum posts and add comments.
Editor Has all the permissions of a User.
Can also create and edit all website content and structure.
Administrator Has all the permissions of an Editor.
Can also manage the contact database, events, forms, broadcasts, reports and settings.
People can only create an account using an email address that already exists in your contact database.

Invite a person to create an account

  • Go to Contacts > People and locate the person
  • Click Add user account
  • Choose or enter an email address
  • Choose the appropriate role
  • Click Send invitation
  • The person will receive an email inviting them to create a password and log in to their account.

There is also an option to  Send an invitation to register when you first create a new contact.

Edit or remove a user account

  • Go to Contacts > People and locate the person
  • In the User account box choose an option from the action menu (...). You can change the password, change the role or delete the user account. Deleting the user account does not delete the contact. 
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