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?
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 Portal.
If you just wish to remove a user's access to group permissions, view the Remove Users from a Group article.
Instructions
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?
