As an administrator, you can invite new users to your company. If your company has several teams, you can add newly added users to a specific team, or invite them to a specific team right away.
Alternatively, you can also directly create new users.
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Invite new users:
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- Click on your name in the top right corner and go to 'Settings' - 'User management' - 'Users'.
- Now scroll all the way down until you see this field:
- Type in the email address of the person you want to add and click "Send invite". They will now receive an email with a link to our sign-up page, where they need to fill out some information (name, phone number) and chose a password. As soon as they have done this, you can see them in your user list. By default, new users will be of user type "User". You can now edit the new users, where you can change user type, and add them to a team, if you wish so.
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Adding existing user to a team:
- In order to add a newly added user to a team, you either edit the user's profile and add the team there, or you access the respective team ('Settings' - 'User management' - 'Teams'), scroll down and write the user's name in the field below the user list:
Invite a user to a specific team:
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- If you know that the new user needs to be in a specific team, it makes sense to invite him or her to that team directly, instead of following the procedure described above. Click on your name in the top right corner and go to 'Settings' - 'User management' - 'Teams'.
- Click the respective team name.
- Now scroll all the way down until you see this field:
- Type in the email address of the person you want to add and click "Send invite". They will now receive an email with a link to our sign-up page, where they need to fill out some information (name, phone number) and chose a password. As soon as they have done this, you can see them in your user list. By default, new users will be of user type "User". You can now edit the new users, where you can change user type, if you wish so.
Note: Please be aware that the invitation link is only valid for 24 hours. If it hasn't been clicked in time, a new invitation has to be sent.
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Create new users
As an admin, you can choose to directly create new users, instead of inviting them. The advantage of this is that you can determine the user type while creating the user. On the other hand, you cannot send an invite, and you are the one determining the password. We therefore recommend newly created users to reset their password. To do so, they should follow the process described under "Forgot password"
To create a new user, an admin needs to follow these steps:
- Click on your name in the top right corner and go to 'Settings' - 'User management' - 'Users'.
- Click "New user" in the top right corner.
- Fill out the form (role, timezone, region format and email signature can be left blank)