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User management

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 “ADD USER” 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 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.