Create Users

Create Users

To create a new user:

Users must be created before they can access Carve. During setup, you will assign each user a role and grant them access to one or more portfolios. 
  1. From the Admin tab, select Users.
  2. Click on Create User.
  3. Enter the following information 
    1. Email address - This will be the users's unique login for Carve.
    2. First Name and Last Name
    3. Job Title (optional)
    4. Contact Number (optional)
    5. User Role
      1. Stakeholder 
      2. Project Manager
      3. Facilitator 
      4. Business Admin 
      5. Company Admin
  4. Click Save
Notes
Refer to the User Roles support article for more information on user roles and their associated permissions. 




















To assign a user to a portfolio: 

After creating the user, assign them to one or more portfolios to determine which projects they can access. 
  1. Click the Portfolio field to display the available portfolios.
  2. Select the portfolio(s) you would like the user to access. 
Once assigned, the user will be able to view projects within those portfolio(s) when they sign in to Carve. 

Assign Portfolio


Notes
Note: Stakeholder, Project Manager 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.