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How do I create new Users?

How do I create new Users?

This is a step-by-step guide on how to create new Users in Via®.


You must be a Via® admin in order to create new users!


Step-by-Step Guide:

  • Go to the Admin Dashboard



  • Click on User on the left Sidebar



  • Click on the "+ Add User" Button on the top right side of the User list.



  • Fill out the Users information

    • Create Boards - Select this checkbox if the new user will be allowed to create new boards
    • System Admin - Select this checkbox if you want the user to be able to access the Admin menu. If this checkbox is not selected, the user will not see the admin menu item in their user popup menu
    • Permissions Role - This is the role that will be used to determine what the user will be able to do in the main part of VIA. For example, can they archive cards, change dates etc.
    • Admin Permissions Role - This role determines which rights the user will have in the administration screen. For example, if the user will be able to add or remove users, but not have any access to the VIA ramps system you could assign a role with those specific administrator rights. 
    • When you are done click the save button on the top right part of the screen.

  • You must manually share the Username and Password with the person that you just created a User for. Please use a secure way to share this information.

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