The Manage users screen controls who has access to the document. Internal and external users can have access to the document.
You can add existing users or create new users directly from within the management screen.
Adding internal/external users.
To add a new user, click the
icon underneath the list of users.
Select the user and the role access from the drop-down list.
If the user is not listed a new user can be created by clicking the Create a new user link.
Enter the users full name, email address and a brief message.
Select a department to add the user to, if the department is not listed you can create a new one.
The user will receive an email with login details to access the document.
Select a department to add the user to, if the department is not listed you can create a new one.
Click add a Unit, after the unit is created you can select from the dropdown list.
You can also add the user to a user group or create a new user group.
For additional help on user groups see the
User group section.
External users are added the same way but instead of adding the user to a department they are added to an existing or new company.
