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Home > User Management > 02. Adding Users
02. Adding Users
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  • Navigate to the MANAGE button within a Site 
  • Select the Project from the drop down list (all Projects within the Site will be listed)
  • Click the green ADD USER(S) button
  • Enter a single email address in the modal, (if adding multiple email addresses, ensure they are on a separate line) and press OK.
  • A multi select modal will appear to either confirm they are a current User or if not it will ask to enter the full name, company,  contact number.
  • Select what Security Level they need.
  • All Documents will be highlighted as a default, if a more specific selection is required used Ctrl + Select 
  • Finally, ensure the user is selected, using the tick box, and then click  ADD SELECTED USERS


Fig 03 - Adding a user


Note: There are shortcut buttons at the bottom of the modal to enable you to set ALL users to have the same access levels as the first Users.


One a user is added to the grid, you can select the cells in each document, right click and manage the users and access levels.


You can also right click on a Users Name and carry out the following functions.

  • Copy selected users email
  • Send " Project Invite' email
  • Remove User from Project
  • Remove User from Site


Warning: Prior to removing users always check if there are any open actions or reviews by going to the project dashboards. These should be closed or reassigned prior to removing users. 


If there are any further queries then please refer to our User Management FAQ's or contact us using Livechat.

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