Below are the steps on how to manually add users to your DeepHow instance.
- Click the drop-down menu and select Admin.
- Once in admin, we default to the Users tab.
- This tab shows our current active users along with their email, employee ID if they have one, and their last activity with the platform and other changes we can make to them in a moment.
- You also have a search box where you can type to search for a user here.
- To add a user, select the Add User button which will prompt you with this window. You will type the user's full name as long as well as their e-mail.
- You then will set their Role. The role could be viewer, publisher, workspace admin, or organizational admin.
- We'll go ahead and set this user as a viewer for the time being and go ahead and select add.
- Once they've been added, you will get a pop-up to notify this was successful.
- An e-mail is generated and sent to the e-mail address that we specified in setting up the user. The user should get that e-mail in approximately 5 to 10 minutes. If they do not get that e-mail, they may want to check their spam or firewall to see if it hasn't been filtered out.
- We'll go ahead and select Done. You will see that user added to the list.
- To make edits on the user, select the pencil icon. Within here, you can make the user inactive.
- You can also see which groups they are a member of, as well as their e-mail. We'll go ahead and save.
- You also have the option to see inactive users. Users have two weeks in order to click that e-mail registration and activate their account. If for some reason they did not do that, they will move into inactive.
- If you have the ability to edit a user to upgrade or downgrade them to an org admin here with the three dots.
Comments
0 comments
Please sign in to leave a comment.