Create and notify project manager of account creation

In Blue, administrators can create a project manager profile for their users in the Record Management section of Blue administration. After creating the profile in Blue, the only way to notify the project manager of their new account is if the administrator manually sends them an email. Thus, project managers can only know how to set their password and access their account if administrators send them a manual email explaining this process.

Here are the following steps to create a project manager profile in Blue Administration > Record Management:

1. Click Add to create the new user profile.
2. Enter relevant details such as user ID, name, and any other necessary information to distinguish the user profile.
3. Choose the Blue user type as Project Manager and proceed to input the remaining details.
4. Click Add to List. The user profile will now be added to the system.

Since it is crucial to inform the project manager about the account creation in Blue, the administrator must manually send an email to them. Below is a sample email that the admin can use: