Managing users

Administrator users can do the following:

• Invite new users to the portal.
• Remove users from the portal.
• Create groups of users.
• Add and remove users from groups.
• Give other users group administrator access rights (which will allow them to add and remove users in the groups they are administrators of).

The sections below contain more information about these features.

Inviting new users

Follow these steps to send invitations to your colleagues so they can start using the portal:

1. From the main page, click the menu button on the top right corner and click Users and groups.
2. Click Invite user. Fill in the contact information for the person you want to invite and specify which permissions you want to grant them, both for the entire portal and within specific groups, and if you want them to be part of specific user groups. For further information about user groups, see Creating groups of users.
3. Click “Send invitation”.

Removing users from the portal

1. From the main page, click the menu button on the top right corner and click Users and groups.
2. Find the user you want to remove from the portal, click on their name and then click Delete.

Creating groups of users

Creating groups of users allows you to make a signing order available to a previously defined set of people but restrict others from viewing it. It can be useful if you want to make sure that certain signing orders are only visible within your team. For example, you can create a group with all the sales employees in your company to make sales contracts visible only to those in the sales department of your company.

1. Click the menu button on the top right corner of the screen and click Users and groups.
2. Click New Group.
3. Give the group a name and select which users can manage the group. This means that they will be able to add and remove users to the group, and delete it.
4. Click Create group.
5. Add users to the group by clicking the Add user button at the bottom and searching for them.

Tip

Users with administrator rights for the portal can manage all user groups.