Adding a user

You can add a user as your team grows. You must be an administrator to add a user.

To add a user:

  1. Click the Manage Users link on the Getting Started page.

    The Manage Users window opens.

  2. Click Add.

    The Create User window opens.

  3. Complete the fields as follows:

    Role

    Use the pull-down list to select the new user's role as one of the following:

    • Super Administrator (available to sadmins only)
    • Administrator
    • Project Manager
    • User
    • Reviewer
    • Support

    User ID

    Specify the new user's User ID.

    First Name

    Specify the new user's first name.

    Last Name

    Specify the new user's last name.

    Description

    Specify a short description of the new user's role.

    Email Address

    Specify the new user's email address.

    Change Password

    Specify the new user's password.

    Re-enter Password

    Re-enter the new user's password.
    Shared Project Access - Team Only

    Select this option to restrict visibility of, and access to, shared projects. On the Manage Projects, Import/Export, and Project Search lists, only private projects and shared projects to which the User is assigned will be displayed. Disable the option to give the User full visibility to all shared projects. For more details about roles, see Roles.

    •

    This setting does not apply to administrators or project managers. For additional information, see Viewing and editing user information.
      • Some empty folders may not be visible. If a folder contains a project that is visible to you, then you will see the descendant folders of that folder (empty or not). Additionally, you will not see any empty folders (that do not contain projects) above that folder. Only the ancestor folders of that folder, if applicable, are visible.

    Force Password Change on Next Login

    Enable this check box to require the new user to create a password the next time he or she logs in.

    Send Email with Credentials

    Enable this check box to send an email to the new user with log-in credentials.
    Expires Specifies when the reviewer's password expires.
    Locale Preference Specifies the user's preferred locale.

  4. To create the new user account and return to the Manage Users window, click Create and Quit. Otherwise, click Create to view the new user's information.

The user is added to the list of users.

Knowledge Base | Training | Support
© Copyright ELB Learning 2025