Adding A User



Overview

Occasionally, new users will need to be added to Interject. This overview is a step by step process on how to add a new user to INTERJECT using the Portal site. Adding a new user can be accomplished only by Client Admins.

Adding a New User

Step 1:   Navigate to   https://portal.gointerject.com

Step 2:  Log in to INTERJECT. This example will be using the Test Portal site. 



Step 3:  After logging in, the dashboard will display nine different sections. To add a user click on the "Staff" icon. 



Step 4: In the Organization Staff page select the "Add User" button in the top right hand corner. 


The User Profile page will require some basic information for the new user. 


Step 5:   After filling out the User Profile, expand it to view the rest of the information needed. 


Step 6:  The only other entry required is the User Name. If it is left blank, it will default to the email address. It is typical to have the user name the same as the email address. The other address fields are optional. Minimize the section and move on to the password. 


Step 7:  The password must have a minimum of 6 characters. After adding it, click on the Create Button to create the new user profile. 


The basic profile is complete! The user by default is assigned the Standard role. If any other role needs to be assigned, continue reading the next section.

Adding an Interject Role: 

All new users by default are assigned to the Standard role, which means they can run reports in the Report Library. However, there are other roles such as managing updates to the Report Library, Custom Commands, and being a Client Admin.

For this scenario, David will be assigned to the Client Admin role.

Step 1:  Follow the above steps to log in to the Portal site and find the user in the Staff page that needs a new role.

Step 2:  Select the appropriate role from the Available Role list.


Step 3:  Click on the Add New Role button to add the role.


Step 4:  Finished! David Lee now has the Standard and Client Admin roles.

Additional Info: 

Before we finish, below the list of the Organization Staff is a section labeled "External Admins". This section is for any INTERJECT Employees who are consulting on the project. To add an external admin, enter an INTERJECT email address and click "Add External Admin".


Related Links:

Logging In

Report Library Basics

How Interject Works

Real-World Walkthroughs