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the Contacts Module.
A Company Administrator must be set up in the Administrators Section of the Company Contact Details Page. This is located via Project Contacts Register.
Click on the Company and scroll down in the right hand pane until you see Administrators and tick Advanced to see Module Administrators.
A Company Contact Administrator is determined in the Module
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2. Chose the company you want to add the contact.
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5. Choose if you want to add the user just to this project, to any project where the project you are currently in is the template for, or to any project where you are the Admin for.
6. Choose if you want to add this user to Security Groups and if yes then tick the checkbox.
7. Select whether this user will be an Administrator of no, one or more modules.
8. The password setting link will be sent to user's e-mail address, open that link.
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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.
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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
If you are adding a user to multiple companies, the option will appear once the user has been added.
Add an Existing RIB CX User
There are two situations for an existing user: they exist on the project you are working on or they exist on other
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User Exists on Other RIB CX Projects
If you enter an existing account, you will be presented with the following message, you can
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History Log of Existing Users
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.
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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.
Display email when importing users.
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Once user is added, if you click 'History' tab in lower right corner, you will notice it logged there. This is important because if a user is added by mistake, it can be rectified by looking at the audit trail in History.
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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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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
If you are adding a user to multiple companies, the option will appear once the user has been added.
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1. Click on the Company you want to import users for.
2. On the right hand pane click Import Users.
3. All users belonging to that company are displayed.
4. Place a tick in the check box of the users you would like to import.
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