Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

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.

Note

...

External users can be added from the Addressing Form by clicking the [Add an External User] button.

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

...

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

       

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

...

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

...

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 enter a new account.

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 add a different one,  or click Use This User to continue.

By clicking Use This User, that user's information will be added to the corresponding company.

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. 
b.Click [Save]
 
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 [Save] 
d.Click [Done].