Add a Sponsor User

This feature allows you to create accounts for users that are employees or contractors with the sponsoring organization.

To use this feature:

  • Login as a sponsor admin user
  • On the main sponsor dashboard, click on the Sponsor Users button. 
  • Click on the blue “Add” button and enter the fields:
    • The following fields are required:
      • Name
      • User Name: this will be the username that they will use to login
      • Password
      • Confirm Password
      • Email Address
    • The following fields are optional:
      • Email address
      • Phone number

Note that while email address is an optional field, you will not be able to send a welcome email to a new user nor will the user be able to receive any email alerts without an email address on file.

  • You will also need to select a Role for the user:
    • Sponsor Admin
    • Sponsor Reporter
  • When you are done, scroll to the bottom and click the green "Save" button.

Our recommended next step will be to send the user a Welcome Email

Video

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