Creating new users
Administrators can create and grant permissions for new users to access Diligent Boards.
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To begin, select the Manage Users tab at the top of the page.
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Select Create User.
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The Create User page opens. Enter the new user's email address in the Email field.
Note
The user's email address is their username. When the user is signing in to their Diligent Boards account, they'll enter their email address in the user name field.
Note
If you create a new user with an email address associated with a user account on a linked site, the new user's First Name, Last Name, Password, and User Security Settings are automatically imported. If you create a new user and the new user's email address matches your site's Single Sign On (SSO) settings, you will not need to enter an initial password for this user.
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Select Validate. A green check appears, confirming that the email address has been validated. If the email address cannot be validated, see the note below.
Note
If the email address is associated with another account, you will not be able to proceed with creating a new user. Contact your Customer Success Manager to create an overlapped account for this user.
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Enter the user's First Name.
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Enter the user's Last Name.
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Enter the user's Password.
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Confirm the user's Password.
Note
The administrator who creates the new user will need to share the user's password directly with them. We suggest using email or Diligent Messenger to share the new user's password. Upon their initial sign in, the user will create a new password.
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If you want to hide books published before a specified date from this user, select the checkbox next to Hide books from user before start date.
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Select the calendar icon, and then choose a start date.
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The new user will receive a welcome email with information about using Diligent Boards. The administrator who created the new user will also be copied on the welcome email. To not send the welcome email to the new user and the administrator, clear the checkbox next to Send the Welcome email.
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If you would like to change the multi-factor authorization setting for this user, go to "Multi-Factor Authorization Settings". The site default setting is automatically selected. To change the setting for this user, select Bypass multi-factor authorization or Requires multi-factor authorization.
Note
If the user requires multi-factor authorization, you must also select the country and enter the new user's phone number in the SMS 2FA Phone Number section.
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Select the Committees and Roles for the new user.
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Select Save.
