Getting Started: Creating a secondary account for administrators
Questions:
- How do I create a work or caseworker account?
- How do I assign permissions to my secondary account?
Description:
To add users and control what you can do is, just make sure you’re logged in first. It’s best to start by creating a role, because this helps keep everything organized.
Click this link to see how to create a role - Create a Role to Manage Users Easily
Once the role is ready, you can create your second user account and simply assign it to that role. To do this, just go back to the User Management and continue from there.
Solution:
Create Your Second Account and Assign It to a Role
Follow these easy steps to create a second account and give it a role:
- Click User Management in the left-side menu.
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Go to User Creation.
User Management -> User -> Create User
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Turn off Guest User.
Uncheck the Guest user option so you can set a password.
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Fill in the user details.
Enter the required details for the new account.
👉 Make sure this password is different from your admin password.
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Assign the Role.
Go to Settings from the left menu and select the role you created earlier.
Settings -> Role
- Click on Save button.
⚠️Attention
Make sure your second account has a different password than your admin account
Tips and Tricks:
The most important thing to remember!!!
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Always use a different password - Never reuse your admin password for your second account.
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Create the role first - Setting up the role before creating the account makes everything easier.
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Use the second account for daily work - Log in with your secondary account most of the time and use admin only when needed.
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Give only needed access - Don’t assign extra permissions “just in case”. You can add them later if required.
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Double-check before saving - Quickly review the selected role and details before clicking Save.
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Keep it tidy - Remove or update access if the account is no longer needed.