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Creating and/or Inviting Users

 

 

 

 

Creating and/or Inviting Users

 

 

 

Manually Creating or Inviting users

An administrator would normally use this option when they do not have a lot of new users to add.

oCreate users - this will give the new user a CWC email address to login with. This type of user will show up as a member in the main list of users. The administrator will also need to create a permanent or temporary password for the new user.

 

oInvite users - this will allow the new user to login with either their personal or business email address. This type of user will show up as a Guest in the main list of users.

 

The administrator can then add the new user in specific groups, such as Admin Scan, and also add them to specific jobs, such as Contract Management.

 


 

Importing users

An administrator would normally use this option when they have a lot of new users to add.
As seen in the screenshot below, administrators can download a CSV template for either user creation or user invitation.
The information on this page guides users on how information should be inputted in the CSV template.
Once the CSV template is filled in and completed, the administrator can then choose the CSV file from their device and import it.
 

 

 

 

 

 

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