How to Add a New User Account

The people in your organization who use SEP must be given a user account before they can log in and work in SEP. Each user must also be assigned to a role, which defines the areas the user can access and the specific actions they can perform within those areas. This topic shows you how to add a new user account and assign the new user to a role.

You must have Users > View/Modify/Delete permissions to add new user accounts.

Select Settings to open the Settings page.
Select the Users tile to display a list of users in your organization. If this is your first time accessing the tab, the list contains no users.
The tab opens in grid view. To view the information in card view, click this button in the toolbar: .
In the toolbar, click (Add User). Then, enter information about the user into the following fields:

An asterisk (*) indicates a required field.

Username *
First name *
Last name *
Email address *
Date of birth
Phone number

In the Role dropdown list, select the role you are assigning this user to. The role assignment determines what areas of the program the user can and cannot access, so be careful when making your selection.
Add the user's organizations. To do this, click . In the Add Organizations list, select the checkbox next to each organization you are adding the user to. Then, click to add the name of the selected organization to the list of organizations at the bottom of the user's record.

The user will be given access to the records of all individuals in the diocese— no matter what specific permissions are assigned to their role. More importantly, however, the user's access will be limited to viewing information in the Profile section of the individual's record.

For organizations in which the user and the individual both hold an assignment, the user will be given expanded access that allows them to not only view but modify data in the individual's record. More importantly, however, the modifications the user will be allowed to make are controlled by the specific permissions assigned to their role.

Click to add the new user account.

After you add a user, they receive an email notification that contains their username and a temporary login password. They are prompted to change this password when they log in to the system.

How to Add a New User Account

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