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.

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.