Adding Users

Click on the video below for a quick tutorial on adding and administering users or scroll down further for text instructions.

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Add users: To add users (you must be an administrator to do this), click on the "Manage: This Project" link in the upper right corner (see image below).

In the sidebar of this area, there is link to "Invite / Approve New Users." There Project Administrators can simply type in individual email addresses for those people they want to invite in the box below and press the "Invite Users" button when complete.

Users will then receive an email with a link they may click which will send them to an online signup form. Once this form is submitted, the project administrator will receive a notification in their email that a new user has signed up. Included in the email is the name of the new user and their email. To confirm the addition of the new user, the project administrator has to go into the Project Space and click on the "Invite/approve new users" link found on the right side of the "manage : this project" page. There they will be asked to approve/reject the request by clicking on the respective button. The user will then receive an email saying they were approved or rejected.

If you wish to invite users by using an external email source, simply copy and paste the link listed below the box for emails into an email message addressed to those you wish to invite.

Note: Newly approved users start off as Guests of the space. To increase the rights of users click the 'Edit User Rights on this Project' on the Project Administration page.

Create User. You can also create users as an administrator to save others time from doing it themselves. Click on the "create user" link on the right side of the page and fill out the form and submit. This will send an email to the new user to be added providing them the username and password you selected. If you create users doing it this way, you do not have to approve anyone.

Edit/Remove User To change/verify information of currently associated users, click on Edit/Remove Users link on the right side of the page. Then edit the user by clicking the "edit" icon , and click submit.

To remove users, simply click on the "Delete" button beside that user's name. This function will not prompt you to confirm your desire to remove a user, so please be sure that you want to do so prior to clicking this tab.

System says I must submit a unique email address?  Each email address for the users of your projects must be unique.  So you are receiving this error if a user is already tied to your account with that email address.  You can check if the user is in your individual project by either going to the contacts tab, or as a project administrator you can click the manage: "this project" link at the top of the page and then click the link on the right for "Edit/Remove Users."  If you don't see a user listed here with this email address then the user is likely connected to another project in your account and thus already stored in the system.  Add this already created user to your project by clicking on the "Import Users from other projects" link in the project administrator area (again you can access this area by clicking the manage: "this project" link at the top of the page).