3. To administer accounts

Accessible from the administration, menu, the Users menu allows the customer account manager to:

Figure 1. “Users” tab

Users tab

[Note]

The account manager can download the list of users of a workspace in CSV format.

3.1. To create a new user account

[Note]

An administrator cannot create more accounts than subscribed licenses.

If the creation fails, you may need to close accounts or subscribe new licenses (refer to Manage licenses).

The customer account manager can subscribe to new licenses.

  1. From the administration menu go to Users.

    Figure 2. “Users” tab

    Users tab

  2. Click on + Create.

  3. In the form, fill in the following fields:

    • Last Name = First Name Last Name

    • Email = professional email address

    • Password and Retype Password

      [Important]

      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.

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

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

      [Note]

      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).

      [Note]

      The same user can have different roles in different workspaces.
      [Tip]

      Associate the user with the Operator role to one or more interactive forms by clicking on to the right of the role and checking the necessary labels.

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2. To manage customer account 
 3.2. Change an existing user's role