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Adding Users to a Tracker

Updated

If you are a Network Leader, you have the capability to add new users.  When adding users, you can assign the Group, Tracker, and/or Team(s) in which to place the user.  You can also determine if the new user will be a Participant, Secondary Manager, and/or Team Captain of the tracker.  

Below are the steps to create one or more new users.  One thing to point out is that as you add information to the Add Multiple Users form, more fields will appear.  However, in some cases you may not see all of the fields described below.  For example, if the Group you select has a Tracker but no Teams associated with it, you will not see the "Teams" section.

Note: Steps 2-6 and Step 8 must be the same for all users added in a single session.  Steps 7, 9, and 10 can vary for each user added.

  1. Log into KDNA at http://kdna.kdna.com.
  2. Select Admin (top middle of screen) and then Add Users.
  3. Select the Network to which you want to add the user.
  4. Select the user's Time Zone.
  5. Select the Welcome Email you want the user to receive.  (You can view the text that will be sent by selecting the View Text link.  The welcome email will include this text and the user's login information.  You can use the default text or create your own by going to Admin - Welcome Email Text.)
  6. Select the Group to which you want to add the user.
  7. (Optional) Select the Team(s) that the user will belong to.  (This section will not appear if the selected group does not have any defined teams.)
  8. (Optional) Select the Tracker to which the user will be added.  (This pull down will not appear if the selected group does not have any associated trackers.  Note: Typically there will be 0 or 1 trackers associated with a group.)
  9. Enter the user's First Name, Last Name, and Email address.  (Optional) Add information in the remaining fields of the Add User Form section.
  10. Select the Role(s) the user will take: User, Secondary Manager, and/or Team Captain.  Definitions of the roles are available by selecting the ? icon to the right of the roles.
  11. When Steps 9 and 10 are complete, select the + Add button.  This will add the user definition to the list of users that you will activate in the final step.
  12. Repeat Steps 7, 9, 10, and 11 for each additional user.
  13. Select the Active Users button.  This will create all the defined users; send them a welcome email, and add them to the selected Group, Tracker, Team(s), and Role(s).