Users are the accounts of everyone logging onto the platform. These will be your franchisees, support office staff, area or store managers, contractors, or whoever else needs to access the content you have on Op Central.
You can add users in bulk (many at a time) using this tutorial.
To add a singular User:
- In the side menu, click Admin > User Management (or just Users).
- You will see a list of current User accounts. By default, they are listed by most recently added.
- Click the Create New User button.
- Enter the Users details. The following fields are required:
- First Name, Surname
- Email Address
- Username (we recommend this be the email address, but it can be whatever you prefer)
- Location (see Location Management for more details on this)
- Role (see the Roles article if you need help with this) - After adding the user details, you can:
- Add optional additional information, such as date of birth, home address or gender.
- Add custom field information, such as drivers licenses, first aid certificates, or memberships to regulating bodies. Custom fields can be created using this tutorial.
- Send them an activation email by using the tick box. By default, this is automatically selected to send immediately. Unticking the box allows you to manually send the email at a later time for them to be able to activate and login.
- Give them permission to imitate any other user in the system. This is an extremely high level admin function and should only be given to carefully selected users. You can only give this permission if you already have it yourself. For more information, click here.
- Click Submit when you are done. If you chose to send the activation email, it will automatically send to the email address you entered with instructions on activating their new account.
Note 1: You cannot activate another users account. This can only be done by the person who will be using the account.
Note 2: You cannot re-use the same username twice; this includes any users in the Archived tab.
Activation Email Troubleshooting:
Occasionally, activation emails will go to a user's email spam/junk folder. If the email doesn't arrive to their inbox within 10 minutes, then it most likely went into their spam (95% of the time, this is the case!). Please ask the user check their spam/junk folder, then mark the email as "Not Spam" or add the noreply@opcentral.com.au address to their Safe Senders list.
If the email is not in their inbox or spam folder after 10 minutes, check that the email address is correct in Op Central. Make any changes if needed, then follow the steps above to re-send the email.
If after checking that the email address is correct and re-sending the email, it still does not arrive to the user's email inbox/spam, please email support@opcentral.com.au and our Client Success team can look into the issue. Please indicate which user and/or email address is not receiving it.