At the start of your Workvivo project, you may like to manually set up user profiles for your project team members. These profiles will later be updated with additional detail once the user provisioning process is in place.
To create a new user:
- Under Admin > Tools> People> go to the People Manager tab
- Click "Add Person"
- Fill in the mandatory fields and click Save
- Go to the "Other Actions" tab and Check the box "Send email with link to set up account password"
- Click "Save"
Should you wish to assign them a role:
- Open the Security section
- Click "Grant Role"
- Select Role from list
- Click "Grant"