Create new user
To create a new user, click on the Create new user button on the top right corner of the user list. It will display the creation of user window.
First enter the email address of your new user.
Info
If the user already exist in this company, you will be redirected on its own user page. If it exists in another company it will retrieve some informations from its existing account.
Then fill in the user's first and last name.
Select which licenses you want to assign to this user. According to the license level, a default role will be selected. Change it if you want.
Choose which project groups you want to give this user access to, and the matching rights.
Finally select if you want to create a randomly generated password or define it yourself, if you want to send now the email with the credentials to the user and if you want to include sample files in the mail.
Please note that the user will be asked to change its password during first connection.
To finalize the creation of the user clicks on Create new user.
Edit existing user
To edit a user of your company, click on its name in the user's list.
It will display the edit user window, where you will be able to edit the user licenses, the role, the project group's rights, and the possibility to reinitialize the password.
When you have finished your changes, click on Update user.
Deactivate user
If you want to deactivate a user, which has left your company, for example, you can easily do it on the main user list window.
Just click on the switch on the left of the user line to deactivate a user.
