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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 Configuring Information about the Company. For your convenience both the company code and alias are displayed within the user profile page to the right below the Active check box. |
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.
Uploading User Avatar
If you wish, you can customize user profiles with their avatars.
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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, visa, letter of attorney or other.
Validity period. Specify the starting and ending dates of validity of the document being uploaded.
To upload a file from your PC,
In the Upload file group, click Add.
Browse to the document you want to upload.
Click Open.
To upload a file from the external web-source,
Click Upload via link to expand the form.
Click Add. The URL bar appears.
Enter the location of the file on the Internet into the URL bar.
Click Upload. The file appears in the list of uploaded documents.
Click Save.
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