In order to access certain parts of Gamut, a user will need to have a username and password. Follow the steps listed below to add a new user in Gamut.

How to Add a New User

  1. Hover over the More tab
  2. Go to the User Administration Screen
  3. Click on Add New User
  4. Select Create a New User
  5. Enter all required user information and select security roles
  6. Click Save and Close

Note: Fields marked with an asterisk (*) are required fields. The information must be entered in order to save the page.
Passwords have requirements that must be checked in order to save a user’s information.
^More information on security roles can be found below

If you are creating a new user that has similar permissions to an existing user, you can use the Copy User feature. This will create a new user profile with all the same permissions of the user you are copying. Just select ‘Copy User’ and update all personal details and login credentials for this new user.

Copy User

  1. Hover over the More tab
  2. Go to the User Administration Screen
  3. Click on Add New User 
  4. Select Copy an Existing User
  5. Enter all required user information in Personal Details and Login Credentials sections.
  6. Click Save and Close

Note: Fields marked with an asterisk (*) are required fields. The information must be entered in order to save the page. Passwords have requirements that must be checked in order to save a user’s information.

Copy User’ Shortcut

  1. Hover over the More tab
  2. Go to the User Administration Screen
  3. Click on three dots in front of the user’s name
  4. Select Copy User

Activate User

A user that has not logged into Gamut will have the option Activate User on their user profile page. If this option is selected, an email will be sent to the user with a link to activate their account and set up their password. Once a user has logged into Gamut, this option will no longer be available.

How to Activate a User

  1. Hover over the More tab
  2. Go to the User Administration Screen
  3. Click on the user’s name
  4. Check Activate User box

5. Click Save and Close

Gamut Notification

Users can subscribe to receive information from eBoardSolutions regarding Gamut product updates, training opportunities, announcements, upcoming webinars, and more.

  1. Hover over the More tab
  2. Go to the User Administration Screen
  3. Click on the user’s name
  4. Check Subscribe to Gamut Notifications box

5. Click Save and Close

User Permissions

When creating an account for a user, it is important to set their user permissions. This will ensure that they are not only able to access the information they need but to also make sure that they are not accessing information they shouldn’t. Below is a breakdown of the different security roles and their preset permissions. These preset permissions can be edited for an individual user.

Security Roles – Default Permissions

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