3a Add a new user

Follow the below steps to add a new user.  (If you are in the implementation phase, you can download the users to a csv file and send it to the help desk. They will upload it for you.)

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1. Click on the gear wheel to access the Manage users view.
2. Click on the Add button  in the top right of the view.
3. Add the information for the new user:
4. Click on Workspace to link the user to the environment.  Contact the help desk if you have several applications.
5. Click on Applications to assign the application to the new user.
6. Click on the applications you want to assign.
7. Leave the Privileges field blank. Only the functional manager has the User_Admin role.
8. When you are finished, click on Save.  
9. It can take one to two minutes before the user is visible in the application.
10. Click on  to open the application.
11. Link the new user to one or more cost centres in the Authorisation view.
12. Go to the Authorisation view. Click here for more information about the Authorisation view. Next, assign the user to a group. Click here for more information about the different groups.
13. You can send the new user an email from Manage users. It is advisable to send the email after you have linked the user to the cost centre(s) to prevent them from seeing a blank screen.
14. Tick the box of the user(s) to whom you want to send an automated email. NOTE: If you have a Single Sign On link, the below steps are not necessary.
15. The Actions button displays. Click on the Actions button to display the drop-down list:
16. Click on Email new user.
17. The new user will receive an email with an invitation to use Anago and create a new password. 

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NOTE: You cannot change a user name/email address. If a user’s email address changes, you must add a new user and then delete the old one.

NOTE: Single Sign On doesn’t require the use of a password. The user is automatically signed in through the link.

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