Click on 'Admin Users' under the 'My Site' heading on the Control Panel menu. Then, click on 'Invite User.'
Enter a username and the person's email address and full name. Choose the new user's role: 'Administrator' or 'User.' (An administrator has the ability to create new users.) Then, specify whether the new user will have access to payments information. When you are finished, click the 'Invite User' button.
An email is then sent to the new user. They will use the username you assigned and a randomly generated temporary password to login to the website Admin/Control Panel.
1. Log in
To begin, click the link in the invitation email. Then, enter the username and temporary password you were assigned. Click 'Login.'
Please note that below the login button it will always say 'Logging into: [site name].' This is a security measure to ensure that you are entering your information into the true website rather than a phishing website.
It is also important to double-check the URL at the top of the page. Phishing websites often will use a similar URL with only minor differences.
2. Follow the prompts
You will be automatically redirected to a page that will ask you to reset your password and provide your phone number and email in order to confirm your identity in the future. (The email currently associated with your account will be pre-populated, you can update it at this time if you wish.)
3. Receive and enter the 6-digit verification code
If the number you provided is a cell phone, you will be sent the code instantly via text. Enter the code, then check the 'Remember me' box before you click the 'Verify' button. By checking 'Remember me,' you will not need to do two-factor authentication again on your current device. However, every time you login on a new device, you will need to complete this process again.
If you didn't receive the code, first click on 'Send code again.'
If it still does not appear within a couple minutes or if the number you provided is a landline, click on 'Get a phone call.' You should immediately receive a phone call. The automated message will ask you to press six to hear the verification code. It will repeat the code three times.
If you do not receive a phone call and you have another phone readily available, try clicking on 'Change phone number.'
If you still do not receive the code or are unable to try a different phone number, please reach out to us at firstname.lastname@example.org.
Please note that the option to 'Change phone number' will only be available the first time you go through the two-factor authentication process.
After completing the Two-Factor Authentication process, you will receive the below email. Even if you chose not to update your password or other information, the system identifies this process as a change to your account and will send you a change confirmation email.
4. Welcome to the admin page!
Our Help Site has articles that will help you become familiar with the Control Panel menu and answer frequently asked questions. The site is being continuously updated, so please let us know if you don't see the answer to a question you have.