The Users Library serves as a centralized location for storing critical information about individual Users. It is important to keep Users details up to date as the system will refer to this information when generating documents, determine what portions of the system they can interact with and more. See below an explanation of the details for a User:
First Name – First Name of the User.
Last Name – Last Name of the User.
Phone Number – Best Phone Number of the User.
Email – Email Address of the User. When creating the User this is the Email Address that the invitation email will be sent to.
Position – The Position of the User within your Organisation.
Department – The Department in which this User belongs to within your Organisation.
Role – This is the level of access the User has within the System. To learn more about Roles, see the Understanding Roles guide.
Companies – These are the Companies within your Organisation that this User will have access to. If a User is not assigned to a Company they will not be able to see any Projects associated with that Company.
Dates – This shows when this User was created and last updated.
Resend Invite – If the User did not receive their invitation email (and they've checked their Junk Mail), you can double check the email has been entered correctly and then resend the invitation email.
A Users Library may look similar to this:
