Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 17 Next »

Company Administrator or a Company Contact Administrator can add or remove users in their own Company in the Contacts Module.

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

A Company Contact Administrator is determined in the Module Administrator Section of the Administrators Page in Configure.

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 Contact Details Page.

External users can be added when addressing a form by clicking on the action button and clicking on [Add an External Addressee].

To see the list of registered external users for the project, click 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. 

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. 

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 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.

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.

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.

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


If you are adding a user to multiple companies, the option will appear once the user has been added.

  • No labels