Add a User

All employees using Bamboo must be added as users and assigned the correct roles. A user can have multiple roles and a role determines a user's level of access. It is important to correctly assign roles, as they directly impact a user's level of access.

*Please note that the management of users requires admin access.


Add a user

  1. Go to the User Management menu in the Portal sidebar and click Users.                mceclip0.png
  2. Click Add.           
    • The Add User pop -up window opens.                                                                                             
  3. Click Upload to add a photo of the User.                                                                                  Screen_Shot_2022-10-04_at_8.12.45_PM.png
  4. Click the Organization drop-down and select the organization to which the user belongs.
  5. Type the user's first name in the First Name field.
  6. Type the user's last name in the Last Name field.
  7. Type the user's email in the Email field.
    The email entered in the Email field will serve as the user's login email.
  8. Click the Roles drop-down and select the role(s) to assign to the user.
    The User's role determines their level of access. Multiple roles can be assigned to a user.
  9. Type the user's password in the Password field.
  10. Type the user's password in the Confirm password field to confirm the password.
  11. Click the Change Password toggle to give the user permission to change their password.        Screen_Shot_2022-10-04_at_8.16.39_PM.png
  12. Click the Update Profile toggle to give the user permission to update their profile information.  Screen_Shot_2022-10-04_at_8.16.39_PM.png
  13. Click the Upload Photo toggle, to give the user permission to upload and change their user profile photo.                                                                                                                                 Screen_Shot_2022-10-04_at_8.16.39_PM.png
  14. Click Save to add the user.
    • The user will appear on the Users page and will be able to use their email and password to access Bamboo.