Add User Account

> Help Desk > Tutorials > User Accounts > Adding A User Account

Adding A User Account

Step 1: Navigate to the "User Accounts" Page

After you have signed into ParishPal, click on the "Accounts" link in the top-right corner of the page.  Next, click the "User Accounts" icon.

Next, click on the green "Add Account" button in the top-right area of the page (not quite as high up as the "Accounts" link you've just clicked). This will bring you to the "Add User Account" page.

Step 2: Add Your New User's Basic Information

Enter your new user's name and email address, then select an "Account Type". The "Account Type" will determine how much, or how little your new user will be able to change on your website. The three types are:

• Super Administrator
  A Super Administrator can control all of the content of your website. He/she can also alter payment information and has the ability to cancel your account.
• Administrator
  An Administrator can control all of the content of your website, but can not alter payment information, or cancel your account.
• Normal
  You can set the level of access a Normal user has by modifying the "Permissions" section. The "Permissions" section is hidden for both Administrators and Super Administrators, because these account types automatically have full permissions.

Step 3: Set Custom Permissions

If you selected a Normal account type, you have the ability to set custom permissions in the "Permissions" section.

Note: If you selected Administrator or Super Administrator as the "Account Type", this section will not be visible.

The permissions section is a series of mostly "yes" or "no" questions.  We won't cover everything in this tutorial, but we will cover the "web pages" part, as there are some points that may need clarification.

In the example above, we ask you if you'd like your new user to be able to edit web pages. If you answer "yes", he/she will be able to edit all web pages on your website. If you answer "no", he/she can not edit any web pages.

If you answer "yes, but limited to specific sections", a list of your web pages will appear. From this list, you will select which pages and/or categories you would like the new user to be able to edit. If you select a category, you must select the entire category. As such, all of the category's sub-pages will be automatically selected and can not be de-selected while the entire category is checked. In the example above, note how all of the sub-pages in the "Our Parish" section are checked (and slightly grayed out, to indicate that you can not un-check the boxes). If we were to un-check "Our Parish", we would now have the option to un-check these sub-pages.

You can not add pages to categories you do not have permissions to edit.  Note in this example, we only have the option to check "Our Parish", as we do not have permissions to edit any of the other categories (this is a continuation from the previous example).

Similarly, we can not delete web pages or categories we do not have permission to edit.

Step 4: Save Your Changes

When you are finished adding your user's permissions, scroll back to the top of the page and click the green "Save" button.