How to add a user

  1. Go to 'Users' in the left menu

  2. Search to see if the user is already there

  3. Turn on the edit mode

  4. Press 'New' to open the user details screen

  5. Follow the instructions and click on 'Create user'

Managing a user's universal rights and permissions

Select which rights this user should have by ticking the boxes:

For more on access rights and permissions please refer to this article.

Managing a user’s organisational roles
In the users dialog you can also search to add roles or click X to delete them. For more on roles read this article.

Sending access details to a user

The user will be notified once you click on 'Create user'. Once you click this, the system will send the user an email with a link to the user's account settings. Where they have the ability to set their own password.

IMPORTANT! If you're using Single Sign On (SSO) with Microsoft or G Suite with your account, then you should not send this invite but merely instruct your users to click sign in with Google or Microsoft:

Which rights and permissions do regular users have?

Once you have set up a new user and he/she has logged in, then this person can:

  • Search, read, view and comment on any process, its activities and work instructions – that are not private.

  • Search, read, view and comment on any process, its activities and work instructions – where they have a role and therefore areProcess members.

  • Complete tasks in all activities where they are members.

For more on access rights and permissions please refer to this article.

Requesting a new password - if not using SSO

Any user can request a new password via the forgot password option on the login page, or changing it under 'Your account'.

Keywords: Edit user, manage user, user rights, user permissions, password.

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