The Manage Users can be found on the homepage of Connect. This will only be available to users who have administrative access. We recommend the administrative rights should be held by at least two users.

Adding Single Users

Staff can be added on a case-by-case basis, using the Add User option in the left menu. Once in this section, complete the on-screen form and click save. 

Adding Users in Bulk

If you want to add multiple staff in one go, click Bulk Add Users in the settings area, then download and complete the supplied Excel template (which is also attached to this guide) and save it locally. Drag and drop the saved file into the box provided; clicking view will give you an overview of who is to be added. Once you are satisfied with your list of users, click save.

What happens next?

A confirmation email is sent to any added user. Within this email there is a link for them to click; doing this will take them to Connect and ask that they set a password. Once their password is set they will be immediately granted access.