Editing an Existing User
As an Administrator you are able to add and edit users in the platform. To do so, you will need to follow these simple steps.
From the Menu bar, select the Admin dropdown. Then select Institute Planner, followed by Users.
If you are looking to edit an existing account locate their account by entering their email, first, or last name in the search field once located their User information will appear. Select their Username by clicking on it.
On this screen you can now edit the Users information and click Save at the bottom of the screen.
Adding a New User
When Adding a New User Account, follow the first step above to get to the Site Admin user screen. Click on the Add User button located top right of the screen.
On the next screen, you can enter the New User’s basic information. Once completed click on Save and Continue editing.
After you click on Save and continue editing, you will be directed to a new screen. Here you can enter the User's first and last name, then click save at the bottom of the screen to complete.