Add a User with Responsibilities

Assign permissions to the people who work or volunteer and need access to certain areas of Realm.

  1. Sign in using an administrative login.
  2. Click Admin > Users & Permissions > Users With Responsibilities.
  3. To change a user's permissions, point to their name, click the ellipsis icon then Edit. Make any necessary changes, then click Save.
  4. To add a new user, click Add User.
  5. Enter the individual's name. If it does not appear in the drop-down list, click Add Profile. Enter any additional information needed.
    Note:

    Fields marked with an asterisk are required. For more on profile fields, see the Field Information. Administrators can determine which fields are required. For details, see Profile Fields.

  6. Select one or more responsibilities for this user, then click Save.
    Realm will email the individual, notifying them on how to log in and create an account.