User management
NOTE: Only administrator can manage users and user groups.
To access User Management, click the USERS icon on left pane.
Creating a new user
To add a new user, click -button on the top right corner.
➜ Enter user’s full name (first name + last name)
➜ Enter user’s e-mail address
➜ Choose the activation time frame (if the user does not activate the account with in this time frame, the user account will not be created).
➜ Select default binder for users contracts.
➜ Select profile for the user:
Editor – can view contracts and edit contract data
Viewer – can view contracts
Administrator – can edit both contract data and users, also can see all content
NOTE: the remaining number of available user licenses is shown for each profile.
➜ For Editors: Choose if user can create new tags or not (note: the default value for this field can be set in the account settings).
➜ For Editors: Choose if user can manage binders (note: the default value for this field can be set in the account settings).
➜ For Admins: Choose if user can manage users and groups.
➜ For Admins: Choose if user can manage account settings and tags
➜ For Admins: Choose if user can manage custom metadata
➜ For Admins: Choose if user can manage all content in the account. NOTE: be careful with this setting. This user can manage ALL content in the account.
➜ Choose if the activation e-mail is sent.
➜ Click “CREATE” to create a user
Edit / delete a user
You can edit or delete an existing user by clicking (…) icon on the user’s row.