In Tribal Habits, users are referred to as people. As an administrator, you can create new people, including new admins and users with create permissions, by completing a short form in the admin area of your portal.
During setup, you can decide whether to send an invitation email immediately or give access later.
Key concepts
Key concepts
People: Users in Tribal Habits
Standard fields: Core fields shared by all users (some are mandatory)
Custom fields: Optional fields defined by your organisation
Invitation email: An automated email that invites a user to access the platform
Steps to create a new user
Switch to Admin mode and select People from the top menu.
From the list of people, open the “I want to…” drop-down menu and select Add new user.
Complete the new person form:
Fill in the required standard fields.
Optionally complete any custom fields set up by your organisation.
Choose how you want to finish:
Select Create person to save the user, or
Select Create person and create another to add multiple users.
Setting up a new user without sending an invitation email
If you do not want to send an invitation email when creating the user, for example, you're setting them up before they require access:
Tick Don’t send invitation email at the bottom of the form.
Manually set a password for the user.
Enable the Force password reset setting if you're not intending to send the invitation email to the user later.
The user can log in using their username or email address and the password you supply them, or you can send an invitation email later.
For more information about invitation emails, click here.
FAQs
Can I add users in bulk?
Yes. You can also create new users by uploading them via a CSV file.
Are custom fields mandatory?
No. custom fields are optional and depend on how your organisation has configured them.