Creating Team Members

To add a Team member:

1. Navigate to the Team Member List
2. Select Create Team Member

4. Enter the First Name
5. Enter the Last Name
6. Enter the Username
   • This will be used to log into Click Boarding if using username/password authentication and must be unique
7. Enter the Email
   • This is where any communications from the system will be sent
8. Enter the Source System ID
   • This is a client defined identifier
9. Enter the SSO Identifier
   • This value is used when authenticating via SSO. It needs to match the nameId that is sent on the SAML assertion. Learn more about SSO Identifier here: SSO Identifier.
10. Select the Access Level
    • This will determine what the Team Member can do in Click Boarding. Learn more about access levels here: Access Levels.
11. Select the Brand
    • This will determine the logo the Team Members sees in the upper left of the Admin Portal
12. Select Location and/or Location Group Assignment
    • These will determine who the Team Member can see. Learn more about locations here: Locations Overview.
13. Check if you want to send the account creation email
    •  Team Member registration links remain active for 5 days from the time they are sent
14. Select Save