Define Roles and Add Users to Your Account

With your Boulevard online account, you can add users with their separate sign-in and decide which areas of the application they can access.

Add a User Role

Each account has the default Admin role that is assigned when initially registered. Additional roles with less privilege or access can be added. If additional roles are not created, when adding users to the account, they will need to be assigned to the Admin role.

1. From the sidebar navigation, click Admin, then User Roles.
2. From the User Roles toolbar, click to add a new role.
3. Enter a name to label the new role in the Role field.
4. From the Modules List, click Select Modules.
5. Select the modules to be assigned to the new role, or click Select All, then un-select the modules not to be included.
6. When finished, click .

To add or remove access to modules assigned to a role, click  or to delete the role entirely, click .

---

Add Users to the Account

Users can either be manually added to the account, or sent an email invitation. From the sidebar navigation, click Admin, then click Users.

Option 1: Manually Add a User

1. From the Users toolbar, click to add a new user.
2. Enter their First, Last, Email, and Contact (phone number) information in the respective fields.
3. From the drop-down, select the user role being assigned to the new user (if none were created from the steps above, Admin will be the only option).
4. Assign the user a Password, then re-enter to confirm.
5. When finished, click .

Option 2: Invite a User Via Email

1. From the Users toolbar, click to invite a new user via email.
2. From the drop-down, select the user role being assigned to the new user (if none were created from the steps above, Admin will be the only option).
3. Enter their Email address, then clickINVITE to send the invitation.
4. The user will then receive an email from your account with the subject line Invitation and a link to click to accept.
5. When signing in for the first time, the new user will then need to select the Forgot Password link to set a password.