Disciple.Tools User Documentation

Disciple.Tools - Creating Users

This document explains how to create new users in Disciple.Tools. New users can be created from scratch or from an existing contact record.

Accessing the New User Page

To create a new user, a user must have a role with the appropriate permissions (e.g., Administrator, D.T. Admin).

1. Click the gear icon (⚙️) in the top right of the screen and select Users.
2. On the Users page, click the Add User button. This will take you to the “Add New User” page.

Creating a User from Scratch

On the “Add New User” page, you can create a new user by filling out the form.

Required Information

• Display Name: The name that will be displayed for the user throughout the system.
• Email: The user’s email address, which will be used for notifications and password resets.

Optional Information

Click See More Options to reveal additional fields:

• Username: The username the user will use to log in. If left blank, it will be generated from the email address.
• Password: The user’s password. If left blank, a password reset link will be sent to the user’s email.
• Language: The default language for the user’s interface.
• Role: Assign one or more roles to the user to determine their permissions.
• First Name, Last Name, Gender, Biography: Additional profile information.
• Other custom fields defined for your instance may also be available.

Once you have filled out the form, click the Create User button.

Creating a User from a Contact

You can also create a user directly from a contact record. This is useful when a contact becomes an active user of the system.

From a Contact Record

1. Navigate to the contact record of the person you want to make a user.
2. In the Admin Actions dropdown menu at the top of the record, select Make a user from this contact.
3. You will be taken to the “Add New User” page with information from the contact record already pre-filled.
4. Verify the information, assign a role, and click Create User.

From the “Add New User” Page

1. Navigate to the “Add New User” page as described above.
2. In the field Contact to make a user (optional), begin typing the name of the contact.
3. Select the correct contact from the search results that appear.
4. The form will be pre-filled with that contact’s information.
5. Verify the information, assign a role, and click Create User.