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.
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.
To add a new user to the Contacts Register
- 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 your e-mail address, open that link.
