In Tribal Habits, users are labelled as 'people'. To add a new person to your Tribal Habits platform, first switch to Admin mode. Then select the 'People' menu at the top of the Admin screen.
You will now see a list of all people established in your Tribal Habits platform. To add a new person, click the 'I want to...' drop-down menu in the top-right and select 'Add new user'. A form for adding a new person to your portal will appear.
To create a New Person, complete the required fields. There are two types of fields.
Standard Fields. These fields are the same for every user and represent standard data fields used for various functions through Tribal Habits. There are some mandatory Standard Fields. Click here to learn more about Standard Fields.
Custom Fields. These fields are determined by your organisation. While all users can have these fields, they are optional and different for every organisation. Click here to learn more about Custom Fields.
When ready, select 'Create Person' or 'Creator Person and create another'.
Setting up a new user without sending an invitation email
If you do not want to send invitation emails immediately when adding a new user to your portal, ensure you tick the 'Don't send invitation email' option towards the bottom of the new user form. This will require you to manually set a password for the new user which they can either use to log into the portal (along with their username or email address) or you can send an invitation email to them at a later time. For more information about invitation emails, see this support article.
You can also create new users by uploading users via CSV.