Prerequistes

Privileges

Privilege	Description
Admin Access	Ensure to have Admin access to add or edit users.

NOTE: Client Administrators with the required system-level privilege can manage users from the Admin tab in Asite. Contact your Asite Professional Services Consultant to obtain this privilege.

The Manage Users option allows administrators to:

Add new users
Edit existing users
Manage user subscriptions

For information on adding users to an existing project, see Define User Roles and Access on a Project.

How Do I Create a New User Account?

Navigate to the Admin tab.
Click Manage Users.
Click Add New User.
The user listing displays all existing users within your organisation.
The Create New User page opens.
Complete the required fields.
For more information, see Add New User Field Description.
Click Save to create the user account.

NOTE: Asite automatically detects the domain name from the user's email address and displays matching organisations in the Organisation dropdown. If the required organisation is not listed, click Request New Organisation to create it. Once created, the organisation is automatically populated in the Organisation field.

Add New User Field Description

Field	Description
Name	Enter the name of the user.
Job Title	Enter the user's job title.
Language	Select the language for the user.
Time Zone	Select the user's time zone.
View	Select Adoddle.
Organisation	Select the organisation to which the user belongs.
Subscription Start	Specify the start date of the user's subscription.
Subscription End	Specify the end date of the user's subscription.
Subscription Plan	Select the required subscription plan: Key Pro, Enterprise, or Lite.
Bill to Org	Select the organisation responsible for billing. This defaults to your organisation. To select a different organisation, click the field and choose the required organisation.
Email Notification	Instant Email Notification is selected by default. Clear the checkbox if you do not want the user to receive an email notification.

How Do I Edit an Existing User?

Navigate to the Admin tab.
Click Manage Users.
Use the available search or filter options to find the required user.
Click the Edit icon next to the user.
Update the required user information, including basic details and subscription details.
NOTE: If the user's email address or mapped organisation needs to be changed, contact your Asite Professional Services Consultant to check the available options.
Click Update to save the changes.

NOTE: If a user's status is changed to Inactive, all their existing incomplete tasks, unread comments, and reviews across all projects are automatically cleared.

NOTE: Client Administrators with the required system-level privilege can manage users from the Admin tab in Asite. Contact your Asite Professional Services Consultant to get this privilege.

The Manage Users option allows administrators to:

Edit existing users
Add new users
Manage user subscriptions

For details on adding users to an existing project, click here.

How Do I Create a New User Account?

Navigate to the Admin tab.
Click Manage Users.
Click Add New User to create a new account.
- The user listing page displays all existing users within your organisation.
A layered page titled Create New User appears.
- This page allows you to enter details for the new user.
Enter user details including:
- Name
- Job Title
- Language
- Time Zone
- View (Adoddle)
Select the organisation the user belongs to.
Enter subscription details:
- Subscription Start
- Subscription End
- Subscription Plan (options: Key Pro, Enterprise or Lite)
- Bill to Org (this defaults to your organisation; to change this, click inside the field and select a different organisation.
- Email Notification:
  - The Instant Email Notification option is checked by default.
  - Uncheck this box if you do not want the user to receive an email notification.
Click Save to create the new user.

NOTE: The system automatically detects the domain name from the user's email and displays matching organisations in a drop-down menu. If the required organisation is not listed, click Request New Organisation to create one. Once created, the system will automatically populate the Organisation field.

How Do I Edit an Existing User?

Navigate to the Admin tab.
Click Manage Users.
Find the required user using the filter or search options.
Click the Edit icon next to the user record.
Edit the required information for the user, including basic details and subscription.
- If the user's email address or the mapped organisation changes, contact your Asite Professional Services Consultant to check for available options.
Click Update to complete editing a user record.

NOTE: If you change the user's status to Inactive, all their existing incomplete tasks, unread comments or reviews on all the projects are cleared automatically.

Check FAQs