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On the Navigation menu, point to Company profile, and click Users. The Users page appears.
Click Create. The Create New User page appears:
Fill in the required information. The fields that are to be filled mandatory are marked with the * symbol.
Among others, please pay attention to the following boxes:Role: the role determines the rights of a user in the system. For more information, please read section User Roles.
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Log in, password: please pay attention that for logging in the system a user needs to enter a company code (alias), a user name and a password.
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A company code (alias) is a unique code assigned to every company automatically to access the system. |
An alias is specified manually upon creating a company profile. (See Chapter 2, Section 2.1.1). For your convenience both the company code and alias are displayed within the user profile page to the right below the Active check box.
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Once created, the Login name cannot be changed.
4. Click Save.
Depending on a tariff, certain limitations can be applied to the number of created users. If you have already reached the limit, you cannot add a new user. After clicking Create, you will see the respective message about this.
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On the Navigation menu, point to Company profile and click Users.
Select the user for whom you need to upload a document, and the click Documents.
On the Documents tab, click Upload. The Upload New Document window appears:
Specify the following information:
Document type. Specify the type of the document being uploaded: signature of file, birth certificate, medical certificate, passport, photo, questionnaire, etc.
Validity period. Specify the starting and ending dates of validity of the document being uploaded.
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Browse the users of your network.
Add new users.
Change user details and roles.
Activate or inactivate users.
Download the list of users to your computer.
To download the list of created users to your computer as an Excel-file, on the Users page, click XLC.
The list of users will be downloaded to your computer in the XLS/XLSX format.
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Open the profile of a required user.
Click Edit.
Clear the Active check box. You can deactivate any user except for Director.
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User profiles are not deleted permanently from the system. All inactive profiles are stored
in the archive. You can view the list of the archived users by clicking Archive on top of the user
list and activate them if needed.