Create a User Account

 

We recommend you use the Organization Admin account exclusively to manage users. To use the Summa System for research purposes, we recommend you create a user account for yourself and others in your organization who will be using Summa. User accounts are designed specifically for creating and managing projects.

To begin the ‘Create New User’ process, select ‘User’ to access the User Dashboard.

In the User Dashboard, select ‘Create User’ to begin creating a new user account.

Next, enter basic user details like email address, first name, last name, and phone number.

Submit the remaining information then press ‘Save’ when finished.

Once saved, the new user will appear in the user list.

The user will automatically receive a welcome email to set their password.

Whenever needed, an organization administrator can reset a user password.

The organization administrator can also delete or edit a user account.