This article will show you how to add users to an Organization. You can also use the Import Users option to bulk-add users with a CSV file.
Who can use this feature?
Organization Service Instructions
View instructions for adding and removing users in the existing Organization Service UI.
Add a User to Your Organization
Navigate to Users
Select Add User
Fill out the user fields
Email Address: Enter the user's email address
First / Last Name: Add the user's first and last name
Phone Number (optional): Add a phone number for the user
Click Save
The user can now be added to groups
The user may receive an email to validate their account and create their password
Note:
View our article Expired Verification Email if your user's validation link has expired after 6 minutes.
Remove a User from an Organization
Removing a user from an Organization does not delete or in any way impact the user account record in Single Sign-On. It will also not affect permissions for that user within other CivicPlus products, with the exception of Web Evolve and HCMS. Removing a user from an organization simply removes their ability to access the Staff Center.
If you just wish to remove a user's access to group permissions, view the Remove Users from a Group article.
Navigate to Users
Select Actions and then Remove next to the user
Click Ok on the pop-up that says Are you sure you want to remove this user from this organization?
Staff Center Instructions
View instructions for adding and removing users in the new Staff Center UI.
Important Note
Staff Center is currently in Beta. Contact your Customer Success Manager for more information. If you do not have the Staff Center set up for your organization, use the Organization Service instructions.
Add a User
Navigate to Users and Groups and select the Users menu
Select Add User
Fill out the user fields
Email Address: Enter the user's email address
First / Last Name: Add the user's first and last name
Phone Number (optional): Add a phone number for the user
Click Save
The user can now be added to groups
The user may receive an email to validate their account and create their password
Note:
View our article Expired Verification Email if your user's validation link has expired after 6 minutes.
Remove a User from an Organization
Removing a user from an Organization does not delete or in any way impact the user account record in Single Sign-On. It will also not affect permissions for that user within other CivicPlus products, with the exception of Web Evolve and HCMS. Removing a user from an organization simply removes their ability to access the Staff Center.
If you just wish to remove a user's access to group permissions, view the Remove Users from a Group article.
Navigate to Users and Groups and select the Users menu
Select Actions and then Remove next to the user
Click Ok on the pop-up that says Are you sure you want to remove this user from this organization?