Adding a New Organization User
NoteThe fields you fill in when adding a user come from that user type's Organization User Template. If you need different fields, edit the template first - see Editing Organization User Templates.
There are two ways to add Organization Users in BioT. You can either add them from the Organization Users tab in the Organization Portal or from the organization directly in the Manufacturer Portal.
Adding a User from the Manufacturer Portal
Step 1 - Select an Organization
- Login to the BioT Manufacturer Portal.
- Select the organization to which you want to add a user.
Step 2 - Select the User Type
Click on the tab for the type of user you want to add from the top tab bar. We will use the Organization Admin type as an example.
Click + Organization Admin then click Add new.
NoteIf the organization page does not show a tab for the user type you want to add, its portal layout does not include one yet. Add it in Portal Builder.
Step 3 - Add Organization Admin Page
In the Add Organization Admin page that appears, you can now enter the user's information as described in Adding an Organization User Template.
NoteNot all fields in the pane are required to create a new Organization User. Required fields will have a red asterisk next to them.
The image below shows an example of the fields which may be present when adding a new Organization User. The specific fields seen will depend on the fields configured in the Portal Builder in the BioT console.
Step 4 - Add Organization User
Click Add when you finish filling out all the fields.
The new Organization Admin User is added and you are returned to the Organization Admin User list.
Adding a User from the Organization Portal
Step 1 - Organization Users Tab
- Login to the BioT Organization Portal.
- Click the Organization Users tab.
You can configure the information that appears on the Organization Users list in the Portal Builder of the BioT Console (see Customizing Organization Portal Layouts).
- Click Add +. If more than one Organization User template is available to your organization, select one from the list. If only one is available, the Add form opens directly.
Developer User, Manufacturer Admin and BioT Support are available only in the manufacturer organization. In a customer organization, Organization Admin is normally the only option.
Step 2 - Add Organization User Page
In the Add Organization User page that appears, you can now enter the user's information as described in Adding an Organization User Template.
NoteNot all fields in the Add Organization User pane are required to create a new Organization User. Required fields will have a red asterisk next to them.
The image below shows an example of the fields which may be present when adding a new Organization User. The specific fields seen will depend on the fields configured in the Portal Builder in the BioT console.
Step 3 - Add Organization User
Click Add when you finish filling out all the fields.
The new Organization User is added and you are returned to the Organization User list.
NoteYou can click on the X in the top right corner of the Add Organization User pane at any time to discard the new user and return to the Organization User List.
For more information on configuring the fields available when adding new Organization Users, see Customizing Organization Portal Layouts.
After adding a new Organization User, they are sent an email asking them to verify their BioT account. For details on how to do this, see Verifying Your BioT Account.
Updated 12 days ago