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Company Administrator or a Company Contact Administrator can add or remove users in his/her own Company in the Contacts Module.

A Company Administrator must A Company Administrator must be set up in the Company Admins section the Administrators Section of the Company Contact Details Page. 

Company Contact Administrator is is determined in the Company Admin Section of the Company Details Pagethe Module Administrator Section of the Administrators Page in Configure.

Project Administrator does not have the ability to add or delete users within a company unless they are set up as a Company Administrator in the Company Contact Details Page.

Note
External users can can be added from the Addressing Form by clicking the when addressing a form by clicking on the action button and clicking on [Add an External UserAddressee] button.

To see the list of registered external users for the project, select External from the drop down menu in the Contacts Listclick on Show External located bottom left of the Contacts List page.

To add a new user to the Contacts Register

1. Click Contacts on the Project Bar. 

2. Chose the company you want to add the contact. 

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3. Click [New User] on the bottom of Detail Frame.

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4. Fill in the relevant details for the new user. Users are uniquely identified by their email address. 

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5. The password setting link will be sent to user's e-mail address, open that link.    

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When you are 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


Create and Add another user 

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.

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