If you are an administrator, you can access the Settings menu in the bottom left corner of the Company overview.

Open

Under Settings, you have access to the User Administration.

Open

In User Administration, new users are created and existing users are added or removed from companies.

The list of users shows users in the companies that you have the right to manage.
The list shows the first 100 users and is sorted alphabetically by user name.
In the top right corner, you can see how many users are listed and how many users you have rights to manage in total.

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 user

A new user is created by clicking on the green "Create new user" button.

It is mandatory to fill in the user's name and e-mail.
The user is created by default in the selected companies with the user's initials (all before @ in the e-mail address).

Language specifies the default language the new user will use when logging in and the language of the email the user will receive upon creation.

Add companies

Tick the companies you want the user to access.

Group template

Group templates are used to more quickly assign rights to the new user.
The template is only used to assign the user's rights at creation.
If the rights of an existing user are to be changed, this is done for the user in the individual company.

Create group template

Create a group template for the different roles in the company that have different rights.
A new template is created by clicking on the green button.

Enter the name of the "role" in the company and tick the groups the user should be a member of.
This indicates the rights the user has in the respective company.

Edit group template

Click on the orange button to edit an existing group template.

Delete group template

Click the red button to delete an existing group template.

Add and remove companies

Click on a user to see which companies the user is affiliated with.

Click "Add" to add a user to a company.
Click "Remove" to remove a user from a company.
Click "Remove all" to remove the user from all companies in the list.

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.

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"

Set user Out of Office

Select the user you want to put Out of Office and click on the orange "Out of Office" button.

This opens a window where you can set the user Out of Office.

See the section Out of Office in User Profile.

Remove user

Select the user you want to remove from one or more companies.

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

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).

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.