My Account & 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 three options

Add Roles

Add Users

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.

To print the roles database: Click Print

Manage Users

There are two options to add users:

  1. Add each user manually
  2. 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