Website Administrators and Super Administrators can create user accounts directly in the Edlio CMS User Management dashboard. Adding a user grants staff members access to manage website pages, news feeds, calendars, photo galleries, or password-protected areas, and controls whether the user is listed in the public Staff Directory.

💡 Account Creation vs. Single Sign-On (SSO): If your district synchronizes staff accounts through Google Workspace SSO, Microsoft Azure / Entra ID, or an automated SIS integration, consult with your IT department or Data Integration team before creating manual accounts. Manually created accounts should be configured with matching email addresses to avoid duplicate profile records.

💡 Cross-Platform Bulk Upload: The bulk upload document uses a unified format that works across both the Edlio App and Edlio CMS and is available as a CSV or XLSX file. If you have a large list of staff accounts to create, contact Edlio Support to process your upload safely.

Step 1: Access the New User form

From the main navigation menu, go to User Management > Users.
Click the New User button in the top right corner.

New user button highlighted in User Management

Step 2: Fill out required profile information

In the Profile tab, complete all required fields (indicated by orange notification dots and asterisks):

Username: A unique login identifier (often matching the school email prefix or district username convention).
First Name and Last Name: The staff member's full name as it will appear across the public website and staff directory.
Password: Enter a compliant, secure password. Passwords must be unique and follow district security standards. See our password best practices for guidance.
Email Address: The user's official school or district email address. This email receives password resets, contact form inquiries, and system notifications.

Step 3: Assign user type and site access

Navigate to the Site Access tab.
Under User Type, select the appropriate group for the user (e.g., Teachers, School Administrators, Other Employees, or General Users).
Select the Site-wide Access level (Website Administrator, Standard User, or Minimal Access User). For details on what each access level permits, review User account types in the Edlio CMS.

⚠️ Staff Directory Visibility: Only users assigned a school staff User Type (such as Teachers, School Administrators, or Other Employees) can be displayed in the public Staff Directory. Minimal Access Users can appear in the directory without having login dashboard access.

Step 4: Set page editing permissions

Click on the Categories & Sections tab.
Check Edit Access for the specific page categories or sections you want this user to manage (such as their department or classroom section).

Step 5: Grant additional feature access (Optional)

In the Additional Access tab, you can grant permissions for specific CMS administrative modules:

News & Alerts: Grant authoring access to specific news categories.
Calendar Events: Allow the user to post events to designated school calendars.
Media Albums: Give permission to upload and organize photo galleries.

Note: Website Administrators and Super Administrators automatically possess sitewide editing privileges across all modules, so individual category permissions do not need to be checked for admin accounts.

Additional edit and access privileges screen

Step 6: Set Password-Protected Area access (Optional)

If your website includes private staff-only or member-only areas, open the Password-Protected Areas tab to enroll the user. Users must be granted membership to view content inside a Password-Protected Area.

Password protected areas membership options

Step 7: Save the new user account

Click Save to finish creating the user profile. Once saved, the user can immediately log into the CMS admin portal or staff dashboard using their configured credentials or single sign-on.

Add a new user