A new user is someone you want to give access to use your Disciple.Tools site.
An Example of a New User:
If you want your teammates to start using Disciple.Tools then you will need to add each of them as new users.
Create a username for the new user. They can use this username for logging into their Disciple.Tools account. A username can only be numbers and lowercase letters. It also cannot be changed in the future.
Enter the user’s email. They can use this email for logging into their Disciple.Tools account. An email can be changed in the future.
3. First Name (Only on single sites)
Enter the first name or initial of the new user.
4. Last Name (Only on single sites)
Enter the last name or initial of the new user.
5. Website (Only on single sites)
If you want to add a user’s personal website, you can add it here. Otherwise this is a default WordPress option that you can ignore.
6. Password (Only on single sites)
There will be automatically generated password for this new user. As the admin, you can click “Show” to view it. The DT admin as the ability to change passwords for other users, so only trusted people should have this role.
7. Send User Notification (Only on single sites)
Make sure this is checked in order to send the new user his/her information about their new Disciple.Tools account.
The default role is “Registered.” You will need to change the role according to the level of access you want to give the user. To learn more about User Roles, see Roles.
9. Corresponds to Contact
Corresponds to Contact unless the user you are adding corresponds to a pre-existing contact record.
For example, if you follow-up with a seeker online, the system (e.g. Facebook plugin) will have made them a contact record in Disicple.Tools. Only the Admin and Dispatcher roles can see his record as well as the Multiplier assigned to him. Later, you want to train him in how to use Discple.Tools so he can take new media contacts himself. The DT admin (not the Multiplier) would invite him as a user but attach this user to his already existing contact record. Only the DT admin would see this connection.
If you want to do this, see the section “Inviting a user from a Contact Record” below.
10. Click `Add Add User` button
To successfully add the new user, click the ‘Add New User’ red button.
The user will then receive an activation email with a link. After the user clicks this link, they will be routed to a page with their username and password. They will also be emailed this information. It is important that they save this information in a secure location and give no one access to it.
The user will then be able to login to your Disciple.Tools site with their username/email and password.
Here is what adding a new user looks like on a multisite: