When new team members need to see Agile reports or when you want to set up a volunteer to book sales at your upcoming event, you will need to create an Agile login for your personnel. Web Portal gives you the ability to set up logins on a browser on a smartphone, tablet, or MacBook. Before you begin, make sure you have the new user's name and email address on-hand. Follow the steps below to learn how to add a new user in Agile.
1. Log into the Agile Web Portal at portal.agiletix.com
2. On the left side of the screen, select the Settings icon.
3. Click under Security and select Users.
4. Click the Add New User icon in the upper-left corner.
5. Enter the Full Name of the individual.
6. Enter the user's AKA Name, Email Address, and Phone Number.
7. Give the new user a Username. Note: You will not be able to change the username after it is assigned.
8. Give the new user a Temporary Password. When the user logs in for the first time, they will be prompted to change their password. The new Password must contain at least one uppercase alphabetic character, one numeric character and one of the following special characters: !#$%&@. The Password must also be between 8 to 15 characters in length.
9. Check the Require Password Change at Next Login box. This will make the user create a new secure password that only they will know.
10. You must add a Passphrase that the user can give to verify their identity when making phone requests for password changes.
11. As the account administrator, you must assign the new user a Security Role. This will determine what level of permissions the user has within the software.
12. Once you have entered all the information above, click Save Changes to create your new user.
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