How to Create a Recordbase User

A user account allows an individual to access and utilise the futures of Recordbase.

Follow these steps to create a new Recordbase user account:

1. In the left sidebar, navigate to Administration.
2. Click Users & Roles.
3. Click Users.

Step 2: Add an Email and Password

1. In the upper right corner, click New.
2. Enter the required Account Details:
   
   • Email address: Ensure it is unique. A warning will display if the email is already in use.
   • Password: Enter a temporary password.
3. Click Next

Step 3: Enter User Details

1. Fill in the First Name and Last Name fields.
2. Select the appropriate Licence Type: 
   • Standard: Basic access without Elite reports.
   •  Elite: Includes access to Elite reports.
3. Additional details (if required):
   • Position: The user’s position in the organisation.
   • Reports to: To create a reporting line in Recordbase, specify the user’s manager or lead.
4. Click Next.

Step 4: Assign Roles

1. Select the appropriate role from the dropdown list and click Add.
   • Repeat this process for all roles the user requires.
2. Click Next.

Step 5: Assign Team Access

1. Click Edit.
2. Tick the checkboxes next to the appropriate teams to add access.
3. Click Finish

The user account has now been created in Recordbase.