STEP 3 - Adding Users

Adding users is a very similar process, at the very basic, all you need to add a user is First name, Last name & email address.

The system checks the username & email address if they are already in the system, it will prevent adding duplicate accounts. You can also assign a new user to an existing group when creating their account.

You will need to enter a password for them, some browsers can make this random password for you.

Don't forget to choose the correct email template that will be sent to the new user. (this is commonly overlooked when adding users & contractors.

CSV import of users is not available at the moment, please contact support if you need to perform a bulk import.

There is a Help Article about Email Templates which talks about templates in detail which I recommend reviewing before adding additional users or contractors.

You should also review the RESOURCES section to review the Document Management System & the Default Site Documents for Staff & Contractors.