Last Name = First Name Last Name

Email = professional email address

The clickable message “Show optional fields” Allows you to record additional information about the user: work phone and work department. Enabling these fields makes this information visible in the Users.

Password and Retype Password

	For security and privacy reasons, enter a temporary password. Notify the user of their account creation and prompt them to reset the password the first time they log in via I forgot my password.

	You can leave the Password field blank. Once the account has been validated, the user receives an automatic e-mail with the password reset procedure, which must be carried out within 7 days of receiving the e-mail.

License

	Users without a license or role cannot connect to Calenco.

When creating an account for the first time, the default license type is “None”.

Select the desired license type for this user.

When subsequent accounts are created, the drop-down menu displays the license type selected during the previous creation (provided there are still free licenses subscribed for this type). Go straight to setting up the role.

Select “None” license to define its type later in the Users tab. Unlicensed users appear with the symbol .

Preferred language for documents and notifications = language of the tool interface

Role = select the workspace first, then assign a role (access rights).

Users with a Writer license (nominative or floating) can have any number of roles: Administrator, User, Operator.

A user with an Operator license (nominative or floating) can only have the Operator role, as this is the most restricted access level in Calenco.

	If the license is set to “None” when an account is created, a role must be assigned in the Users tab after a license has been assigned. Users without a role appear with the symbol .

	If you want to give the user access to multiple workspaces, fill out a Role field by space and type of access rights (even if the role is the same for different spaces).

	The same user can have different roles in different workspaces. It is not possible to assign or modify the role for the unlicensed user.

	Assign forms to operator. For users created with the Operator role, remember to associate them with interactive form(s) and their corresponding form template(s) by clicking on to the right of the role and ticking the necessary tags.