Adding Internal users

The main way to add new internal users is to use the User manager however users can be added from the dashboard by clicking a document name and adding users from the overview panel or from the Manage users icon within the document.

For more information see the

Manage users

page.

 
To add a new user, click the Add button.
 
 
 
When you click the Add button the user profile screen will appear and you need to complete the form, as a minimum you need to add:
 
  • Login Name
  • First Name
  • Last Name
  • User Type
  • Company Name
  • Department
  • Email Addresses
 
 
After the user account has been created you can edit the profile and add any default roles to the user account.
 
For more information on User roles and permissions click here.
The user groups also influence the functions a user can access. For more information on User group permissions Click here.
 
 
 
 
 
 
 
 
 
Copyright Remy InfoSource Pte Ltd 2020