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Recent searches: Get Started , Manage your services, Manage your account,

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How can I add new users as a manager?

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Add New User

Here are the steps you need to take to add an expereoOne user.

  • Click on your name in the top-right section of the screen.
  • Select the ‘User Management’ item from the menu.
  • You now have two options:
    • My Organization: Create a 'My Organization' user for people within your organization.
      Here, you can restrict access to the data based on Contract Accounts within your organization.
    • Delivery Account: Create a 'Delivery Account' user for end customers.
      Here, you can restrict access to the data based on Contract Accounts and Delivery Accounts (End Customers).
  • Select whether you want a 'My Organization' user or a ‘Delivery Account’ user.
  • Press the “Add New User” button at the top.

Personal Information

  • Fill in the Personal Information: Email, First Name, Last Name, Phone, and Country.
    • The system will check if the user already exists for the entered email.
  • Press the ‘Next’ button.

Roles and Access

  • Select Roles and Access.
  • See here for more information about roles.
  • See here for limiting access to the Contract Account
  • See here for limiting access to the Delivery Accounts (End Customers).
  • Press the ‘Save’ button.

 

 

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