Welcome to GearLocker: Adding Users to your Org
Creating Users in GearLocker
Objective
This Article outlines the steps to create new users within the GearLocker system for organizations, schools, or teams.
Key Steps
- Log in to GearLocker at the high school level (or appropriate level).
- Locate the menu bar at the top of the dashboard.
- Click on the 'Users' tab to view current users.
1. Access the Users Tab 0:13
2. Invite New Users 0:25
- Find the plus sign (+) in the top right corner of the Users tab.
- Hover over the plus sign to see the text 'Invite Users'.
- Click on the plus sign to initiate the user invitation process.
3. Enter User Information 0:41
- Fill in the required fields:
- Email: Enter the user's email (e.g., testuser@GearLocker.com).
- First Name: Enter the user's first name (e.g., Test).
- Last Name: Enter the user's last name (e.g., User).
4. Assign User Role 0:52
- Select the appropriate role for the user from the dropdown menu:
- Admin: Full permissions (add teams, archive teams, etc.).
- Manager: Limited permissions.
- Member: Basic permissions.
- IT Manager: Specific permissions.
- Click 'Create' after selecting the role.
5. Copy Invitation Link 1:44
- After creating the user, an invitation link will be generated.
- Copy this invitation link to send to the new user.
6. User Acceptance of Invitation 1:57
- Instruct the new user to open the invitation link.
- They will see a screen confirming their invitation to the organization.
- Click 'Continue' to create their login.
7. Login Creation 2:12
- Advise the user to log in using their school account (Google or Microsoft) for convenience.
- If they prefer, they can create a login using just their email.
8. Complete User Setup 2:39
- The user will receive instructions to create a password (must include an uppercase letter).
- Once completed, they will be welcomed and can view the organization.
9. Adding Users to Specific Teams 3:08
- To add a user to a specific team (e.g., football team):
- Click on the 'Users' tab within the team.
- Repeat the steps from 2 to 8 to invite a new user.
Cautionary Notes
- Ensure that the correct role is assigned to each user to avoid permission issues.
- Double-check the email address entered to prevent sending invitations to the wrong person.
Tips for Efficiency
- Use the single sign-on feature for easier login management.
- Keep a list of user roles and permissions handy to streamline the role assignment process.