- Set up an account for the new user:
◄ Adding a new Forms User
◄ Creating a User – ADFS/Azure AD
After activating the account, please ask the user to try and log-in to the site to confirm that the account's permission is set correctly. - For Report Permissions/Departments and Branches – please reference this article:
◄ Updating Departmental Permissions in Report Manager - For adding new users to the Approval Groups please refer to this guides:
◄ Administrator – Adding Users as Approval Steps in Workflows - Update the attendee group(s) using these links:
◄ Adding Attendees to an Attendee Group - You can also configure special Admin permission to users if needed be for them to access historical Reports/Meetings by checking the guide below:
◄ Updating a Meeting Profile - Administration
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