Creating a user

A user with Administrator rights can add other users from his company to the system.

Creating a User

  1. Open the ADMINISTRATION section.
  2. Select Users.
  3. Click the Plus button in the low-right.
  4. Select User.
  5. Enter the required fields in the Personal Data block:
    • First and last names
    • Initials — these are 2 symbols, which can be the first letters of the first and last names. Initials are displayed in user-created projects, cases, events, etc.
    • Email
  6. You may also specify phone, time zone or external ID.
  7. Enter the required fields in the Job Information block:
    • Working Status - choose Working or Not working. The tasks are assigned only to working users
    • Job Title
    • Company Name
  8. Click the Save button. The user will receive an email with a password to log into the system.

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By default, users have access to the sistem sections: Events, Projects, Tasks, Documents, Participants, Planning and Data base. If you want to give the user access to additional sections, define a role for the user and add them to one or more groups.

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