Page Comparison

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1. The first step is to log in as an admin (super or regular admin, doesn't matter)
3. To understand the difference between an account and an account member, it can easily be defined like this:
Go to the Accounts tab on the left, and then click on the header that says "Add New Account"
1. Give the "Account" a name, and duplicate it in the account description unless you wish to put in something different
2. Select Selecting an administrator , and is optional. Then click Save
3. Once you click save, a couple of new tabs up top will show upat the top, click on datasources"Datasources"
4. Select you datasource server your "Datasource Server" (the video shown has multiple options but you will only have one)
5. Then select dataset (in most cases you will only have one option)
6. Then type in the name ID, you must select from the populated optionsAGRIS Name ID. You'll start to see options populating, select the right one, then click update
7. If you wish to add more name Name IDs to the same account you would repeat steps d-f
4. Once you're done with name Name ID's, go to the "Account Members" tab in the left hand menu
   1. Click on "Add New Member"
   2. Fill out the persons person's email
   3. Map them to their respective account Account that was created
   4. Add first and Last last name, then phone number
   5. Click the Save button. At this point an email will automatically go out to the user giving them access with credentials and a temporary password which they'll change upon logging in. 
      1. The website URL as well as the Apple and Android links are included in the email

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