Adding Users

NOTE: Only users with the role 'Organization Owner' can add users.

After logging-into Keelvar, click on the down arrow button next to your e-mail address and select ‘Account Settings’.

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Figure 1: 'Account Settings' Option

Next, click on ‘Users’ under ‘Your Organisation’.

Figure 2: 'Users' Option

In the ‘User Management’ section, either create users one-by-one by clicking the ‘Add a user’ button and completing the details, or by clicking ‘Import’ button, downloading a new template, completing this template in Microsoft Excel and then uploading a Excel file with the user details.

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Figure 3: The user management screen allows you to add users online using the "Add a user" button, or by import them in bulk.

Importing a list of users from Microsoft Excel

To bulk upload a list of users, first generate an Excel template by pressing the "Import" button and then clicking on the "Download empty import template" link as shown in figure 4.

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Figure 4: Pressing the "Download empty import template" link will generate an Excel spreadsheet for you which you can complete offline.

 

Complete the generated spreadsheet using Microsoft Excel, then upload the spreadsheet by dragging and dropping it into the marked area or pressing the "choose a file" link to select the file using the file browser.

User Roles

The user roles are as follows:

  • Organisation Owner: can view all events, can add him/herself to events, can manage the organization details (default currency, default time zone), and can manage users.

  • Standard User: can create and manage events.

  • Restricted User: cannot create events; however, can be given event-specific permissions including ‘Owner’.

Go to your event on the home screen and click the blue '+Add Team Member" button (Figure 4).

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Figure 5: Add team member to the event

Type in the users first name and last name (as you begin typing the users first name, the users full name will be presented as a drop down. Click the users name in the drop down and the rest of the information will auto populate). Select the appropriate role that user will have in the event (Figure 5) 

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Figure 6: Select User to add to Event
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