Users - How to add and manage

Modified on Fri, 28 Jun at 10:12 AM


Users are easy to add and this will generate an invitation mail for the users to log in. Users can have different roles and titles all depending on how your account has been configured.


The pre-requisite is that roles has been defined for your account, please see instruction for creating User profiles for more information

Steps to add user

  1. Go to "Settings/Users"
  2. Click on the symbol "User+"
  3. Fill in user name and e-mail
  4. Add a title (Optional)
  5. Set a user role
  6. Make sure that the notification check box is ticked
  7. Click on the "Send invite" below

Setting titles from start may help you organise your users later on when they may become many. This can also be done at a later stage.

Note: The mail may end up in junk mail why you may have to ask your invitee to look there.

Recipient of invitation

Once the user receives the invitation he/she will have to set their own unique password to get access, this is done via the invitation link.

Link is valid for 8 days

The link is active for 8 days and if the user has not signed in by then, the link will be useless. The best way to get around this is to delete the user invite and redo the above procedure 

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