Create users in a tenant

On the Users tab for the  tenant, you can manage existing users and add new users.

  1. Click the Users tab. Existing users are displayed in the list. NOTE: In the Search field, you can search for existing users.
  2. Click + Add users button.
  3. In the Enter email address field, either type in or paste in the email addresses separated by spaces, line breaks, commas, or semicolons. You can add up to 50 email addresses at the same time.

NOTE: There is a validation process happening when you have added the email addresses. If an email address has the wrong format, it will appear in the Error field to the left. Hover over the Information icon to see the cause of the error. If the error is due to an invalid email address(es), you need to fix the address before you can move to the next step.

4. Select Role, Access permissions, System permissions, Data accesses, and Module accesses:

    • Roles: If the user(s) you want to add should belong to a role, turn on the switch for the role. 
    • Access permissions: Use the switches to select the access permissions your user(s) should have.

NOTE: For an overview of the various permissions, see User administration.  

    • System permissions: Use the switches to select system permissions.
    • Data access: Click the + Add button to give access to companies. Click Edit to limit the access permissions.
    • Module access: Use the switches to select module accesses.

NOTE: Inherited permissions from roles: If you have added the user(s) to a role, you will see the inherited permissions and accesses, and the switches are deactivated.

5.Click Create. NOTE: If you have insufficient licenses, you will get a warning message. The user(s) will be created, but you must manage licenses individually.

 

Your new user(s) will receive an e-mail where they must click the Accept Invite button and fill in their name and set a password.

HINT: If a user should no longer have access to the portal, you can remove the user from the tenant. To do so, on the Users tab, click the name of the user, then click Options, then Remove user. If the user you are removing has content, you can move the content to another user

 

Re-send invitation to new users

If you have created a new user and this user has not accepted the invitation e-mail, you can re-send the invitation to the portal.

  1. On the Users tab, click the name of the new user.
  2. In the menu to the right, click the Click to resend invitation link.