Create a User

Occasionally a user may need to be added manually to EverFi. Ordinarily, records are sent from UB daily. They include:

  • All regular employees
  • A subset of students and prospective students; applicants, pre-matriculants, and matriculated students with a Title IX service indicator

The instructions below describe the steps for adding a user.

  1. First check if the user exists in the platform.
    1. Click Users > Manage Users
    2. On the right side type the first and last name of the User. Matches will appear in the main window.
    3. If the user record doesn't exist, continue with step 2.
  2. Click the Add New Users button in the upper right of the Manage Users page.
  3. Click Add New User.
    1. image show add new user menu
  4. Select a user type. You will either select Faculty/Staff Learner or Higher Education Student. Note: If a user is both a learner and an admin, you will need to set up their user types one at a time.
  5. Click Next
  6. Enter the person's details in the boxes as indicated.
    1. Optional: Student ID is their emplID.
    2. REQUIRED: SSO ID is netid@ubalt.edu.
  7. Click Create User.
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