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Related articles: Licenses and roles | Professional profiles and standard costs | Assign users to projects | Assign users to tasks
Related video: Rapid user creation

Create users

Click on the direct link Register a new user 1 or use the ORGANIZATION menu 2, Users option and add a new user 3:

Figure 10. Users

In the Personnel section 4 the only required details you must provide are Login Name (Email Address) and Password 5. Each user will have a role defining their access permissions.

Figure 11. New user

You will be able to enter more details to help you classify and enrich the user datasheet. The professional profile will determine the costs of projects in which the user is involved, if the system uses standard costs (see General budget, Cost estimate and Purchase estimate and assignment of invoices).

Once the user has been created they will receive an e-mail with their access codes.