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| External users can be added when addressing a form by clicking on the action button and clicking on [Add an External Addressee]. Click here to see how to Add External Users. To see the list of registered external users for the project, click on Show External located bottom left of the Contacts List page. |
Add a New User to the Contacts Register
1. Click Contacts on the Project Bar.
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8. The password setting link will be sent to user's e-mail address, open that link.
Add a New User and Create Another Straight After
When adding a new user to a company, you can optionally continue to add more users by ticking the Create Another tickbox
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If you are adding a user to multiple companies, the option will appear once the user has been added.
Add an Existing iTWO cx User
There are two situations for an existing user: they exist on the project you are working on or they exist on other iTWO cx project.
User Already Existing on My Project
Under this circumstance, the system will remind you that the account exists in the current project and can not be added twice, click Close and enter a new account.
User Exists on Other iTWO cx Projects
If you enter an existing account, you will be presented with the following message, you can click Close to add a different user, or click Use This User to continue.
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A user can belong to different companies on different projects. |
Import Users
When importing users from the company details page, the details for the users will include, the users name, email address, whether they exist on the current project or not and their account status.
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