My Account and Setup
My Account and Setup
My Account allows you to Manage/Edit your profile, change your Password, and/or add a Two factor Authorization.
Click on the blue arrow and then click on My Account
The Setup page
Under your login as Administrator, click on the blue arrow and the click on Set Up
Under Setup you have five options
Roles
Delegate Group
Import Delegations
Manage Users
Website Settings - Add banner, logo to your instance of LocoDelegations and adjust website settings
Roles
To add roles: click on Manage
Click Add New Role - add roles manually one by one or select import, Click Update
Click Import - add roles in bulk via an Excel spreadsheet. Click Save
To edit a role: Click Edit, Click Update
The change in a role title will update throughout LocoDelegations.
To delete a role: Click Delete, Click Remove
The role will be removed from all sections of LocoDelegations, except Warrants.
To print the roles database: Click Print
Delegate Groups
Delegate Groups can be set up when several roles have the same delegations. It allows you to quickly assign multiple delegate roles to sections in Acts, Bylaws, and General Delegations.
To set up a Delegate Group click on
Add details - see Example below
Click 
Import Delegations
This feature allows you to import multiple delegations at once from an Excel spreadsheet.
Instructions:
1. Download the Excel template using the Download button
2. Fill in the Legislation, Section, and Role columns with your delegation data
3. Upload your completed spreadsheet using the upload button below
4. Review the validation summary
5. Click "Import" to save the delegations
Manage Users
There are two options to add users:
- Add each user manually
- Set up Microsoft Azure AD - refer to Procedures
To add Users manually: click on Manage
Click on Add User
Add their name, email address, a password and user profile.
Most users should have the members default profile.
Users can be edited or deleted.
Click the pencil icon for editing
Click the X for deleting