Last modified: February 6, 2023

Creating a new user

1. Enter the administration module.

2. Click on “New” to create a new user.

User information

3. Indicate if the user is an active user by ticking this box.

4. Enter the user’s email address, first and last name, job title and phone number.

5. Click on “Choose company” and choose a company from the list. Add a new company by writing the name into the search bar and clicking on “Add company”.

6. Click on “Next” to define this user’s permissions.

Permissions

7. License type: Choose a license type for the user. Read more about licenses here.

Role: Choose a role for the user. The role is a preselected set of permissions. Read more about roles here.

Project: Choose the project the new user will be working with. You can also choose “All projects” to give access to all of your available projects.

8. When choosing the user’s permissions, you can adjust them manually or click on “Select role standard”.

9. Click on “Save” to save the new user. An email will be sent to the user with a username, password, and link to the system.

New password

10. Click on the user whose password you would like to change.

11. Click on “OK” to confirm.

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