The hub for your members

Streamlining user access with Graviti user account setup

How to create a user account

This is where the administrator creates and manages member accounts.

HOW DO I CREATE USER ACCOUNTS?

You have two options of creating accounts for members with no accounts:

BULK CREATION

This feature allows the system user to quickly create multiple member accounts simultaneously. To initiate the bulk creation process, follow these steps:

Click on the "Create for All Members Without User Account" button: This option is prominently displayed in the User Accounts section of the portal.
Pop-Up Notification: Once you click the button, a pop-up will appear outlining the status of the bulk creation process.
- Status Indicators: The pop-up will provide real-time feedback on the action status, indicating whether member accounts are currently being processed.\
- Success and Failure Notifications: If the creation is successful, the pop-up will display a confirmation message with the number of accounts created. Conversely, if the process fails, detailed error messages will be provided to help you troubleshoot the issue.

Confirmation Email: A confirmation email will be sent to the system administrators after the bulk creation process completes, summarizing the results and any errors encountered.

INDIVIDUAL CREATION

If you prefer to create accounts one by one, the individual creation option allows for a more personalized approach. To create a member account individually, follow these steps:

Locate the Member Record: Navigate through the list of members to find the specific record for the member you wish to create an account for.
Click on the “Add Account” button: This button is conveniently located in line with the member record.
Feedback After Submission: A notification will appear confirming the successful creation of the account or alerting you to any issues that may need addressing (e.g., a username already in use).

To create user accounts, click to open the user accounts page. Click on the “Add New” button and start adding.

When adding a user account, select the account you want to add by clicking on the “Add Account” button. Those that have already been added, will be marked as such.

You can also search for the user account you want to add by typing the member’s name, surname, or email in the “Search” section to filter.

A pop-up will display indicating that the user account was successfully added.

If it fails, the pop-up will also specify why it failed to create the account.

All added user accounts will be displayed on the “User Account” main page. The data columns available on this page consist of:

First name: the first name of the member.
Last name: the surname of the member.
Email confirmed: an indication if the email is confirmed or not.
Two-factor authentication enabled: an indication if two-factor authentication is enabled or not.
Locked: an indication if the user account is locked or not.

Every user account record has an action button. Per user account record, you can carry out the following:

- Resend email confirmation: you can resend email confirmation to the user if they have not confirmed or activated the account.
- Enable/disable two-factor authentication: you can enable or disable two-factor authentication for the user.
- Lock/unlock account: you can lock or unlock the user’s account.
- Remove: you can delete the user account by removing it.

You can also filter your user accounts page if you are looking for specific user accounts, using the “Search” section to filter your page results.

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