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Users & Permissions

How do I create a new User?
Check for the User first Before creating a new User, always check to see if that person already has a User profile. You can do this with a simple search in...
Sat, 11 Jul, 2020 at 11:31 AM
User Permissions
Users are granted pre-defined permission roles according to the tasks they need to perform in the system. All users will need to have a user capability and ...
Tue, 14 Jul, 2020 at 3:47 PM
Adding a User to Projects (via Teams)
Identify and open the User To add an existing User to an existing Team, first conduct a search (1) for the User and open the User profile (2). Select...
Sun, 2 Aug, 2020 at 6:59 PM
How do I edit a User's details?
Identify and open the User To edit User details, first conduct a search (1) for the User and open the User profile (2). Edit details A User profile ...
Sat, 11 Jul, 2020 at 11:32 AM
How do I remove access from a User?
Identify and open the User To remove a User's access to the entire Enterprise, first conduct a search (1) for the User and open the User profile (2). ...
Sat, 11 Jul, 2020 at 11:32 AM
Add Users to multiple Teams using the Batch Security Tool
You can add one or more Users to one or more Teams using the Batch Security Tool. All the selected Users will be given the same Role on the selected Teams. ...
Sun, 9 Aug, 2020 at 3:52 PM