Create New Users

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New Administrative Users

  1. Go to Administration > New User Wizard.
  2. Select the Administrative User option.
  3. Enter the user’s name and email address.
  4. Select Access Level > District > Main Role.
  5. Select Mentor.
  6. Review the information.
  7. Select an email template.
  8. Select a finishing option.

New Candidates

  1. Go to Administration > New User Wizard.
  2. Select the user type, depending on desired track. (Note: The first option is for conferences that use GBHEM to administer the psychological assessment. The second option is for conferences that manage the psychological assessment process in house.)
  3. Enter the new user’s name and email address.
  4. Choose the user’s location.
  5. Select the desired track from the drop-down menu. (Note: The Candidacy and Psychological Assessment tracks are automatically added to the user if option 1 was chosen for the user type)
  6. Set a geographic district, then select a mentor and mentor type.
  7. Review the information.
  8. Select an email template.
  9. Select a finishing option.

 

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