Creating a user

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

Creating a User

  1. From the main navigation menu on the left click on ADMINISTRATION.  
  2. On the left sidebar, select USERS.
  3. Click on the Plus button in the lower right corner
  4. Select User.
  5. Fill in 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 will be displayed in many sections of the system next to user-created projects, cases, events, etc.)
    • Company Name
    • Job Title
  6. You can also specify
    • Company Website
    • Phone
    • Branch Office
    • Time Zone
    • External ID
  7. Click the Save button. The user will receive an email with a password to log into the system.

  8. By default, some sections of the system are available to the user: Events, Projects, Tasks, Documents, Participants, Planning and Data base. If you want to give the user access to additional sections, after saving, define a role for the user and add them to one or more groups.