If you are unable to add the user type you desire, it may mean your user does not have the required permissions. Refer to this article learn more about the permissions for each user type.
User Type | How to Add |
Agency Admin | Navigate to the Agencies screen via the Waffle menu. Click the agency for which you wish to add the user.
For new users, select New Agency User. In the Add Agency User modal, select Agency Admin as the role.
For existing users, update the user’s Role to Agency Admin inline. |
Agency Architect | Navigate to the Agencies screen via the Waffle menu. Click the agency for which you wish to add the user.
For new users, select New Agency User. In the Add Agency User modal, select Agency Architect as the role.
For existing users, update the user’s Role to Agency Architect inline. |
Agency User | Navigate to the Agencies screen via the Waffle menu. Click the agency for which you wish to add the user.
For new users, select New Agency User. In the Add Agency User modal, select Agency User as the role.
For existing users, update the user’s Role to Agency User inline. |
Organization Admin | Navigate to the Organizations screen via the Waffle menu. Click Manage Users for the organization for which you wish to add the user.
For new users, select Add User. In the Add User to Organization modal, select Admin as the role.
For existing users, update the user’s Role to Admin inline. |
Organization Architect | Navigate to the Organizations screen via the Waffle menu. Click Manage Users for the organization for which you wish to add the user.
For new users, select Add User. In the Add User to Organization modal, select Architect as the role.
For existing users, update the user’s Role to Architect inline. |
Organization User | Navigate to the Organizations screen via the Waffle menu. Click Manage Users for the organization for which you wish to add the user.
For new users, select Add User. In the Add User to Organization modal, select User as the role.
For existing users, update the user’s Role to User inline. |