Page Comparison

A 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 be set up in the Company Admins section of the Company Details Page.

A Company Contact Administrator is determined in the Company Admin Section of the Company Details Page.

A 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 Details.

To see the list of registered external users for the project, select External from the drop down menu in the Contacts List.

...

To add a new user to the Contacts Register

1) Click Contacts on the Project Bar. 
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      2. ) Chose the company you want to add the contact. 

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

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

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

In Adding Contacts, we just discussed how to add a brand new user, here in this section, we will discuss how to add a user who already has an iTWOcx account.

Just like adding an already existed company, there are two situations for an existing user: , they exist on the project you are working on or they exist on other iTWO project.

1.	Add a user which is already on the project you are working on. Under this circumstance, the system will remind you that the account in current project and can not be added twice, click Close

 and

and enter a new account. Image Modified
2.	Add a user which exists on other projects of iTWO account. If you enter an existing account, you will be presented with the following message, you can click Close

 to

to add a different one,  or click

 Use

Use This User

 to

to continue. Image Modified By

clicking 

clicking Use This User, that user's information will be added to the corresponding company. Image Modified Note A user can belong to different companies on different projects.
3.	Synchronize with the template projects.  Like adding a company, a user can also be added to multiple projects that share the same template. a. Access the user adding page. Enter the basic information, and tick the box on the bottom.  Image Modified b. Click [Save].  Image Modified  Note

Note:

The company the newly added user belongs to should exist in both the template and child projects, or you can not synchronize that user to the child-projects. c.

Click 

Click [Save]

 

. d.

Click 

Click [Done].  Image Modified