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You must be an administrator to have rights to view User Managementadministration |
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If you are an administrator, you can access the Settings menu in the bottom left corner of the Company overview.
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Under Settings, you have access to the User Administration.
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In User Administration, new users are created and existing users are added or removed from companies.
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Use the search box to search for users by name or email. The list of users is continuously narrowed as entered in the search field.
Create
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user
A new user is created by clicking on the green "Create new user" button.
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If a user is removed from a company, the user will no longer have access to the company, or be listed in the list of users inside the respective company.
Send mail with documents for approval
You can choose whether the user should receive emails with documents for approval.
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This feature is set by default when a new user is created.
Out of Office
You can see in the user overview which users are "Out of office" by clicking on "Out of Office"
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Set user Out of Office
Select the user you want to put Out of Office and click on the orange "Out of Office" button.
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This opens a window where you can set the user Out of Office.
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See the section Out of Office in User Profile.
Remove user
Select the user you want to remove from one or more companies.
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Click Remove on the companies you want to remove the user from, or click Remove all to remove the user from all companies.
When removing a user from a single company, there is an option to:
Send documents waiting for approval in the user's Inbox to another user or flow
Replace the user in all active flows with another user or flow
Replace the user in all flow profiles with another user
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If a user is removed from all companies, a message will appear with the companies where the user has active documents (in the user's Inbox).
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The user must be removed from all these companies and a decision must be made on what to do with the documents in the user's Inbox and who to replace the user with in active flows and flow profiles, as described above.