Sponsor Users
Sponsor users are employees or contractors with the sponsoring organization.
To add a sponsor user:
- Login as a sponsor admin user. This will take you to the main sponsor dashboard
- On the main sponsor dashboard, click on the tab called "Users". This will take you to the list of Sponsor Users.
- Click on the blue “Add” button and enter the fields:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | |
| Username | Yes | This will be the username they will use to login |
| Password | Yes | Must be at least 12 characters. There are no requirements for capital letters or special characters. For data security reasons, you cannot view your password or that of anyone else. To reset a password, just type your new password in the box and again in the Confirm Password field and click Save. |
| Confirm Password | Yes | |
| Email Address | No | If you do not fill out this field, we cannot send you email alerts |
| Phone Number | No | |
| Send Email When a Participant is Created | No | |
| Send Email When a Participant Schedule is Updated | No | |
| Send Email When a Participant is Made Inactive | No | |
| Send Email When a Participant Race or Ethnicity is Updated | No | |
| Send Email When a Meal Submission Made | No | A Meal Submission is when a provider or center clicks "Submit to Sponsor" |
| Send Email When Files Added to File Cabinet | No | |
| Start Date | No | |
| End Date | No | |
| Roles | Yes | Sponsor Admin gives full permission to all sponsor and site-level information. Sponsor Reporters are read-only and intended for those sponsor staff conducting review visits. You can assign Sponsor Reporters to specific sites and select which electronic review visits they can access. You also have the option to authorize site-level users to record hours on behalf of others, as well as authorize others to do so. |
| Notes | No | |
| Signature Box | No | Only relevant for sponsors that are using Ready Records. |
- There is then a section about sponsor staff training. See our separate article on tracking sponsor staff training for more information about this function.
- When you are done, be sure to click the green "Save" button.
