How To Create a New User in Control Center
In this article, we will provide specific instructions for how to add a new user to your organization’s Control Center. There are two main methods to create new user(s): (1) Individually adding new users, or (2) Bulk uploading users via spreadsheet.
- How To Individually Add a New User in Control Center
To begin, log into Control Center. Scroll to the left navigation bar and click on Manage Users.
Click on the Create User button.
A “Create a New User” prompt box will appear. Fill out the information, noting that fields with a red Asterix are required.
Designate roles and permissions by checking the corresponding box(es) at the bottom of the prompt box. You can also specify mobile app roles and permissions by clicking on the Mobile App Groups tab.
Once you have filled out all the information, click on Create. A new user with the details you entered will be created.
Note: Plier number means your company ID number.
Make any changes to the new user by locating them in Manage Users and clicking on the Edit User button next to the user’s info.
2. How to Add New User(s) Via Excel Spreadsheet
Within the Manage Users dashboard, click on the Upload from Excel button.
Click on the Download Template button. An excel spreadsheet template will be downloaded to your device.
Open the template. Fill out the information for each new user that you would like to add to the system. Designate roles you would like to assign to each user in Control Center and the Cumulus mobile app in columns E and F, respectively.
Once you have completed the spreadsheet, click Save. Then, drag the saved Excel file into Control Center to upload the file and add new users. The number of new users created will be confirmed in a small pop-up window at the top of the screen.