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Creating Individual Accounts (under Organization)
The following steps are required for an Organization to create an iEdison account:
1. Navigate to "Manage Profiles"
Login into the iEdison system and navigate to “Manage Profiles” in the sidebar and click “User Profiles.” NOTE: if the “User Profiles” menu item does not appear in your account, then check to see if you are a user or an admin for your organization. Only admin accounts have the ability to create/invite new users.
2. Click "Invite New User" button
In the Manage Organization Users display, you will see a list of users with an invited, active, or inactive status.
3. Complete the New User form
Required fields are marked with an asterisk. If the user has a profile in the database, their information will auto-populate as you input text. If the information doesn’t populate, the user is not in the database.
In the “User Role” field, you will have the option to assign the user a specific role as an “Organization Admin,” an “Organization User,” or an “Organization Read Only User.”
Changing a User’s Role
If you need to change a user’s role on the iEdison system, navigate to "Manage Profiles", then "User Profiles," find the user you want to change, and click “Visit Profile.” Click the pencil to edit the profile, and a pop-up will display where you can change the role from “Organization User,” “Organization Admin,” or “Organization Read Only User.” Select “Confirm,” and a confirmation pop-up will ask you to verify your selection.
If you want to edit a user's role, navigate to the pencil icon. A pop-up will appear and under User Role, you can change the role type. Click Update Role to save the changes.
If a user is no longer at your organization, you will need to change their profile to Inactive status. In their User Profile, click the pencil icon and under User Role Status, select Inactive and click Update Role.
4. Invite/Confirm
When you have completed all sections, click “Invite,” and a pop-up window will display the information for your review.
If the information is correct, click “Confirm” to complete the process. After your confirmation, the invitee will receive an email to verify and complete the application process.