adding_new_users_instructions.md

Adding New Users

1. In the FP backend (admin.floship.com/floship-admin-backend/) you can add new users by going to 'Auth - Users'. At the top there is a button to +Add User, click on this.
2. This will take you to a form to create a new user. Fill in the client's email as their username.
3. Use an online password generator to create a secure password (I recommend lastpass https://lastpass.com/generatepassword.php). Paste their password in and hit 'Save'.
4. The form will reload and there is now a space to add the client's first name, last name, and email. Make sure you enter the user's email address correctly!
5. Fill those in and at the bottom of the form, hit 'Save'.

Verifying User Set Up

1. After you have saved the new user by hitting 'Save', you will be taken back to the list of users.
2. Find the user you just created. You can either scroll to find them or search by their name in the search bar at the top.
3. When you find them, click on the 'Hijack ' link on the right hand side. This will show you what the FP will look like when the user logs in next. If this is a new user, it should take you to the first registration step for the onboarding process.
4. At the top of the page, there is a yellow button that says 'release ' - hit the release button to go back to the FP backend.

Welcome Email

If everything looks okay when you hijack the user, you can now hit the 'Send Welcome Email' link on the right handside for the new user. Watch for a message at the top of the page saying that the email was sent successfully. If the user has no email address, there will be a message saying that the email was not sent.

Adding New Client Contact/User to Existing Client

In the FP backend (admin.floship.com/floship-admin-backend/) you can add new users to a pre-existing client if they would like multiple logins to the FP. Follow the instructions above for Adding New Users but do not hijack them yet.

Adding User to Client

1. Go to 'Floship - Clients' from the index page.
2. Find the client in the list either by scrolling through or by searching for them. Click on their name once you find them.
3. Below the basic information for the client, there is another form called 'Client Contact'. You can create additional client contacts if one already exists, there will be a blank form underneath the existing contact.
4. Fill in the user's first name, last name, and email that you used for their login. Make sure the email is correct!
5. There is a dropdown menu called 'User' - find the user's email from the list.
6. Once you have set those, hit 'Save' at the bottom of the page.

Verifying Set Up

1. Go to the list of users at 'Auth - Users' from the main index page.
2. Find the client contact you just added. Click on the 'Hijack ' link on the right hand side.
3. You will be taken to their FP as them. If that looks okay, you can hit the yellow 'release' button at the top right. This will take you back to the list of users.

Welcome Email

If everything looks okay when you hijack the user, you can now hit the 'Send Welcome Email' link on the right handside for the new user. Watch for a message at the top of the page saying that the email was sent successfully. If the user has no email address, there will be a message saying that the email was not sent.