Inviting New Users

Creating and Inviting Users link

1. Expand Permissions within the navigation menu, open Users page.
2. Enter in the users email address and tab to save.
3. Assign the user a Level - see below for explanation.
4. Tick 'Is Super' if required - see below for explanation.
5. Click the Invite button to email an invitation to the user.

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• Group users can access all accounts and sites within the database.
• Account can access data relative to the accounts they are assigned to.
• Site can access data relative to the sites they are assigned to.
• Users with 'Is Super' ticked are allowed to add/remove other users with the same level and permissions as themselves.
• Group and 'Is Super' users are allowed to add/edit/remove reference data regardless of role.

For more information, see configuring users.

Cloning Users link

1. Expand Permissions within the navigation menu, open Users page.
2. Unhide 'Clone' field.
3. Focus on an existing user and click Clone button.
   

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Cloning copies assigned Roles, Authorised Accounts, Authorised Sites, Views, Custom Glossaries and Import Templates.