Notice:
Please note that as of November 1, 2026 all users that have not been designated as System Admin and have not been assigned a user role will temporarily lose access to Flourish. This is a security upgrade we made to ensure all data is protected behind intentionally assigned permission sets.
If you are looking to assign permissions to an existing user please skip to the Assigning User Roles section of this tutorial.
We apologize for any inconvenience this may have caused.
Tip!
This option is only available to those with System Administrator permissions
Navigation #
Click on your username in the upper right corner, then choose “Admin” from the drop-down.
Click on User Management
On the sidebar click Create New User
Tip!
If you do not see the sidebar, click on the gray tab to expand it
Creating the User #
Assign a Username
Leave Status as “Active”
We’ll come back to User Type
Enter the user’s First Name and Last Name
Now you need to choose the User Type
You have 2 options:
System Administrator User:
This user has access to ALL Data, as well as the ability to change system settings. Only assign this role to your most trusted users. The only way to limit a user with this role is to change them to a Regular User.
Regular User:
This is your more general type of user. It can be assigned various permission roles. This should be the most common type of user you have.
NOTE: All users assigned Regular User will need a User Role assigned or they will not have access to anything within Flourish. Please see the following section for more information on how to assign a User Role.
After assigning a User Type, scroll down to the bottom of the page and enter an email address for the user.
NOTE:
This is a required field. An email is needed to retrieve passwords should they be forgotten. You will not be able to save the record without an email address filled in.
If you are creating an account for an member who does not have a regular email address we recommend using the email of a Clubhouse Admin or Staff Member. The same email can be used across multiple accounts.
Lastly, scroll back up to the top and click the Password tab
Type your new password twice, then click “Save”
Tip!
If your user is not present when you’re creating the user account we recommend you assign a random secure password. The user will be able to reset their own password later using the “Forgot My Password” option.
Assigning User Roles #
ALERT!
DO NOT SKIP THIS PART!
Assigning a User Role is a key part of creating a user and determines what level of access they have to the data in the system.
Also note that this section only applies to users with the Assigned User Type set to Regular User. System Admin have global access to all data and cannot be restricted with User Roles unless their Assigned User Type is changed.
Flourish comes with a few standard user roles built in. The Clubhouse – Data Entry role meets the needs of most member users.
To customize or create your own user roles you can follow this tutorial:
https://clubhousedata.org/docs/setting-roles-access-permissions-in-flourish
If you’re already familiar with the user roles you can assign them from within the member profile.
After saving the new user, scroll to the bottom of the page and click the arrow next to “Create”
Choose “Select” from the expanded menu
A new window will pop up with a list of the User Roles
To assign a role, click on the name of your chosen role
That’s it! Your role is assigned! You might need to refresh to see it.
Assigning User Roles: Option 2 #
Use this option if you’re not yet familiar with all of the details of each Role.
While in the Admin Menu:
In the left navigation panel, click Role Management
To see the details of each role’s permissions, click on the role name
Here you can read over the exact permissions assigned to each role
Once you’re sure this is the appropriate role for the user, scroll to the bottom and expand the Users subpanel.
Click Select User
A new window will pop up, with search options. There will also be a full list of users at the bottom.
To use the Search feature, enter a few identifying details, and then click “Search”
Once you have found your user(s), click the checkbox next to their name
After you’ve chosen your user, click “Select”
Click here
That’s it! You’re done!
We know that these roles can be confusing. Please reach out to Flourish Support at support@clubhousedata.org if you need assistance with assigning, editing, or creating roles.
We’re happy to help!
For more about User Roles, check out this tutorial: