If you have account administration permissions, you can create users and associate them with your company
You must assign permissions for each user by specifying one of the following roles:
-
DOC-Client-CompanyAdmin: Can add users and update user and company information.
-
DOC-Client-CompanyUser: Can perform operations related to the documents.
-
DOC-Client-CompanyViewer: Can view documents.
- From the side menu, go to Users.
- Click the + New user button at the top-right corner of the page.
- On the Add new user page, enter the following information:
-
User personal information
-
Language and time zone for the user's account
-
Start date or usage period
-
Main company association
-
One or more roles from the list
- Click Save to create the user after you have entered all the information.
Note:
You can view the user you created on the User Details page.