How to Add a New User in expereoOne?
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Follow these steps to add a new user to the expereoOne portal:
Step 1: Access User Management
- Click on your name in the top-right corner of the screen.
- From the dropdown menu, select User Management.
Step 2: Choose an Option – For Your Organization or Your End Customer
You have two options to choose from the left menu:
-
My Organization
Select this option to create a user within your own organization.
You can control their access by assigning specific Contract Accounts. -
Delivery Account
Select this option to create a user for an end customer.
You can restrict access based on both Contract Accounts and Delivery Accounts.
After choosing the appropriate option, click Add New User at the top.
Step 3: Enter Personal Information
Fill in the following fields:
- Type: Personal or Group (for example, Distribution List)
- Email Address
- First Name
- Last Name
- Phone Number
- Country
The system will automatically check if a user with the entered email already exists.
Click Next to continue.
Step 4: Assign Permissions and Access
- Select the appropriate permissions for the user.
- Define access to Contract Accounts and (if applicable) Delivery Accounts.
Helpful links:
- More about User Permissions
- How to limit access to Contract Accounts
- How to limit access to Delivery Accounts
Click Save to complete the process.
The new user will receive an activation email that is valid for 7 days.
If the account is not activated within this period, you can 'Resend activation email’ via the options menu on the user card. Note that, Password reset is not available until the user has activated their account.
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