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Manage Users

This article will help you understand how to create and manage users within your organisation on Asite.

Updated over 2 weeks ago

Create/ Add a new User

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?

  1. Navigate to the Admin tab.

  2. Click Manage Users.

  3. Click Add New User to create a new account.

    • The user listing page displays all existing users within your organisation.

  4. A layered page titled Create New User appears.

    • This page allows you to enter details for the new user.

  5. Enter user details including:

    • Name

    • Job Title

    • Language

    • Time Zone

    • View (Adoddle)

  6. Select the organisation the user belongs to.

  7. 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.

  8. 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?

  1. Navigate to the Admin tab.

  2. Click Manage Users.

  3. Find the required user using the filter or search options.

  4. Click the Edit icon next to the user record.

  5. 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.

  6. 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

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