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.

    • Related Articles

    • Manage Users Overview

      Most organizations will see project teams evolve and will need to add or delete users over time. Users are managed by your Company Admin who has the ability to: Create users Import users Assign access to portfolios Edit users Reset MFA Reset user ...

    • Edit Users

      User details can be updated at any time from the Users page in the Admin tab. To edit a user: From the Admin tab, select Users. Select the user from the Users list. Update the required information. The following user information can be edited: Email ...

    • Delete Users

      To delete a Carve user: From the Admin tab, select Users. Click on the user from the Manage Users list. Click the Delete User button and select OK during the confirmation prompt. Delete User

    • Import Users

      To add multiple new users at one time: From the Admin tab, select Users. Click on Import Users. Click Select File. Upload a CSV file matching the format specified in the Table below. A message appears indicating the number of users imported, and if ...

    • Create Portfolios

      To create a new portfolio: From the Admin tab, select Portfolios. Click the Create Portfolio button (top right-hand corner). Enter the following information: Portfolio Name Portfolio Manager (optional) Assign Projects to the Portfolio by dragging ...