Add a Platform User – Govstack

Learn how to add users to your Govstack platform, whether you are a local client using a Govstack directory or a client using your own active directory and IdP.

Please note: In the CMS, events, and forms tools user accounts do not automatically appear in these applications when created in the admin portal. The user will need to login to each application using their credentials to generate an account. Detailed instructions for this can be found in the User Management Step by Step. Following this initial login the user will appear in each application and can be assigned specific permissions and access.

After a new user is added, and they have logged into each application for the first time, you can edit their user access and permissions to the products within your Govstack platform, including:

Add a new user

To add a new user to your Govstack platform you can follow these steps:

Select the profile icon in the top right corner of the Govstack dashboard, and then select 'Manage Users'
This will redirect you to the Admin Portal
Select 'New User Management' from the top menu
Select 'Add New User' and fill in the new user's first name, last name and email address
Select the products that you want the user to have access to from the 'Application' dropdown. Dashboard must be selected for all new users. You will have the option to add CMS, Events, and Forms access. You can select as many products as you want
Select 'Add User' to complete the process
You will need to direct the new user to the Govstack Platform for their first login

Mass upload users

You can save time by adding multiple users to the platform at the same time through a mass upload. To mass upload multiple users to the Govstack platform, you need to:

Select your profile icon in the top right corner of your Govstack dashboard, and then select 'Manage Users'
This will redirect you to the Admin Portal, where you will land on the 'Search Users' page
Select 'User Management' from the top menu
Select the 'Mass Preload Users' tab
Under the 'Set Shared Settings' tab, select the products that you want the group of users to have access to from the 'Application' dropdown. You can select as many products as you want, but Dashboard must be selected for all users
Under the 'Download Template' tab, select the 'Download Template >>' button. This will download the mass user upload template CSV file
Open the the CSV file and fill in the email, first name and last name for each user you want to upload. Once you've added all the users' information, save the CSV file
Under the 'Upload Users' tab, click on 'Select CSV' and select the CSV template file from your file folders
Select 'Run Mass-preload'

All the users from the template will now be added as users to the Govstack platform and each product selected.

Create an admin user

If you are a Govstack platform admin user, you can turn other users into admins as well. To turn a user into an admin user, you need to:

Select the profile icon in the top right corner of your Govstack dashboard, and then select 'Manage Users'
This will redirect you to the Admin Portal, where you will land on the 'Search Users' page
Select 'Admin' from the top menu
Select 'Add New Admin' to open the admin details screen
In the 'Email Address' field, type the email address for the user you want to turn into an admin
Check the 'Organization Admin' box
Then click 'Submit' to complete the process

User types

There are two different types of users for the Govstack platform each with their own permissions. Explore the difference between users and admin users to better manage your user accounts.

Users / Editors

Govstack users are able to access the Govstack dashboard and any product that they've been assigned permission to access. Check out each Govstack product to learn how to set the permission levels at the product level:

Users are automatically added to the Editor user group when logging into the Govstack CMS.

Admin users

Admin users in the Govstack platform can:

Access the Govstack platform Admin Portal
Add new users
Create new admin users
Give users access to each Govstack product
Force users to validate their email or change their password
View and edit user details
View user reports

Admin users are automatically added to the Website Administrator user group when they log in to the Govstack CMS.

Govstack platform admin users do not automatically receive admin permissions in the individual products, other than the CMS. The permission levels for each product (Forms, Events) need to be set up separately within the product.

Login instructions for new users

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Learn how to login to the Govstack dashboard for the first time.

Duration: 7 Minutes

Watch now

https://register.gotowebinar.com/#recording/7637308265843396437

To log in for the first time, follow these steps:

Go to the Platform website to login
On your first time visiting, you will be asked to log in
Enter your email in the username field. You will need to enter any password to activate the next step. The password you enter here will not be kept as you will reset your password in step 5.
A verification code will be sent to your email. Please enter the verification code when prompted
After entering your verification code, you will be asked to enter a password. This will be your password for your login moving forward
Click 'continue' to complete the process. You should now move to the Govstack dashboard.
The dashboard may be empty. To add tiles here contact your website administrator or login to the individual applications using the instructions in the User Management Step by Step.

Create an admin user

User types

Login instructions for new users

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