Create Engage users

Overview

Engage users can be created directly from the Users area in Onefile Engage. Once created, the user will receive an email invitation to access Engage using the contact details provided.

User Roles

This feature can be used by:

• Admin

Steps

How to Create an Engage User

1. Click Users on the left-hand navigation menu.
2. Click Create User.
3. Enter the user’s personal information, including:
   • First name
   • Surname
   • Email address
   • Any required contact details
4. Select the appropriate User Role for Engage access.
5. Click Create User.

An invitation will automatically be sent to the new Engage user using the specified email address.

Tips & Notes

• Ensure the email address entered is correct, as this is required for the Engage login invitation.
• If the user does not receive their email invite, check spam/junk folders or resend the invitation from the user profile.
• Only Admins can create Engage users.

Terminology

Please note that the terminology used in this article may be different depending on your Centre.

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support team.