Create Users

Create Users

To create a new user:
  1. From the Admin tab, select Users.
  2. Click on Create User.
  3. Enter the user's email address. This will be their unique login for Carve.
  4. Enter the first name and last name as it should appear in Carve.
  5. Select the user role - Stakeholder, Facilitator, Business Admin, or Company Admin.
  6. Assign portfolios. For Stakeholders and Facilitators, access must be granted to applicable portfolios.
Create new userCreate a New User
      
      7. Click Save.
Stakeholder and Facilitator users will not be able to access certain projects or assessments until they have been assigned portfolio access. Admin users automatically have access to all the portfolios within the organization, and therefore are not assigned portfolios. All users can view projects in the Default portfolio.


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