Creating a User

Instructions

Click 'My Organisation' (found in the top right hand corner of pam at all times) then select the 'Registered users' tab as shown below and click 'New user'.

Screen Shot 2015-08-10 at 11.03.42

Details

Add the new user's name and the email address they will be registered with.

Note: If you're using pam over secure government networks (formerly known as IL3 pam) we strongly recommend that you only create users with their secure email address.

If the user you're creating doesn't work directly for your organisation and you're creating them as a partner, select 'another Organisation' and choose the correct organisation from the dropdown list.

Note: If you can't find the Organisation in the dropdown list you'll need to create it as an Account, find out how to do that here. 

Role on Platform

At this point you can control what the user will have the power to do on the platform. You can choose to give them either the standard user or pam administrator role.

pam Administrator

  • add users
  • edit profiles of other users in your organisation or partner organisations
  • edit your organisation profile
  • run usage reports

Add them to some work areas to give them a head start

You can now choose to add the new user to ongoing Initiatives at this stage so that they have access to the work they need to do and see as soon as they log in to pam. Expand the Initiative type and tick Initiatives to add the user. You can add a user as a team member or an administrator to any initiatives that you are an administrator of. Ticking the "favourite on home" will also add that initiative to the users homepage favourites.

screen-shot-2016-10-31-at-14-51-00

You can also choose to write a custom message to the user, but they'll automatically receive a standard welcome notification to the email address you registered with.

Welcome email

As standard pam will send an email to new users welcoming them to the platform, this will include a link to set their password for the first time. In addition you can add your own content into that message, this allows you to communicate the reason for adding a user to pam, and potentially direct them as to what areas of the system you expect them to use.

Screen Shot 2015-08-10 at 11.05.26

Creating the user

Click create user and a welcome notification will be sent to the registered email address.

The link contained within this email notification to get started is only valid for 3 days, if the user does not set their password within this time they'll have to use the 'forgotten password' process to receive a new welcome email.


Need further help? Get in touch...

Message us via pam, email us at support@pam-it.com or call 01273 041 042.
  • Sam Peters
  • Roy Crombleholme
  • Stuart Johnson