Create A New User

To create a new user in Ordinate, you first need to find or create the person record for the individual. This ensures their personal information (such as contact details and event history) is already in the system.

Steps to Create a User Account:

1. Create a new staff or new support person, or navigate to an existing one in the People section to locate or create the person’s record.
2. Once on their profile, find the User button in the toolbar. This will be red if the person does not currently have a user account - click on it.

Info

If the User button is not red, it means they already have a user account. Green means they have access to the current event. Orange means they have a user account, but no access to the current event. Clicking on an orange or green user icon will launch their user details.

1. In the Create User form, complete the details:
2. assign a unique username - this defaults to their email address, but you can override this and use an alternative email address.
3. assign a role to the person
4. decide if they should have access to all events or just the current one
5. choose whether to send the user a welcome email with their login credentials.

Warning

If the username (e.g. email address) already exists for a user, you will not be able to create this user. Usually this means you have a duplicate person record. If you need to merge duplicates, please contact Ordinate Support.

This process ensures that a person’s access is managed correctly within the system and tied to their event responsibilities.