Highrise - users and permissions
____________________________
Hi there, this info is for hiring managers who have new staff who need to become Highrise users.
There isn't a person in charge of creating accounts for new users - any current user has the ability to add new users. So hiring managers should include this step in the onboarding checklist that they complete for their new hires.
To add a new user:
1. Go to https://oregonfoodbank1.highrisehq.com/welcome and click Settings, and select Users
2. Click Invite a new user:
3. Enter the new staff's name and email address.
The new staff will get an email with a big link that says "Click this link to get started." Then they click "Make a new login with my email." Then they create a password for their account.
4. The final step for the manager is to go back to the Users list, find the new hire, and click the Admin box next to their name. Every user is an admin because that status is required to make edits to contacts in Highrise, and, to add new users so the cycle continues! (The "Can export" box can be checked too, we don't really use that feature since we can export from Primarius which provides better info).
Please provide your new hire with training for how to use Highrise, and feel free to build off of this training guide.
Thanks!
Lisa
Comments(0)