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Manage Users

This article helps you understand how to create and manage your organization users in Asite.

Updated over a month ago

Click on one of the links below to continue:


Create a new User

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

'Manage Users' allows administrators to edit existing users, add new users, and even change their subscriptions.

You can click here to learn how to add users to an existing project on Asite.

To create a new user account in Asite, please follow the below-mentioned steps:

1. Navigate to the 'Admin' tab and click 'Manage Users'.

2. The user listing page displays details of existing users in the organization. Click the 'Add New User' button on the page.

3. A layered page titled 'Create New User' appears. This page allows you to create a new user.

4. Key in the email ID of the user to be added.

5. Now, select the organization to which the user is being added. The system will recognize the domain name from the email and present options for organizations in the dropdown. You may then select the appropriate organization and go ahead with Step 9.

6. If the organization you seek is not created on Asite, click the 'Request New Organization' button to request a new organization.

7. Key in the name of the organization. The email domain is already captured from the email ID that is entered. Select the relevant country and click 'Submit'.

8. The system will select the newly created organization in the 'Organization' field.

9. Key in other user details, including:

  • the 'Name'

  • the 'Job Title'

  • the 'Language'

  • the 'Time Zone'

  • the 'View' (Adoddle, Classic, or Adoddle & Classic)

10. Now fill in the required details for user subscription, namely:

  • 'Subscription Start'

  • 'Subscription End'

  • 'Subscription Plan'

11. The 'Bill to Org' field defaults to showing your organization. To change it to some other organization, click inside the 'Bill To Org' field and select the relevant organization.

12. The 'Instant Email Notification' checkbox is checked by default; uncheck it if you don't want the email notification to go to the new user.

13. Click on 'Save' to create a new user.


Edit an existing User

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

'Manage Users' allows administrators to edit existing users, add new users, and even change their subscriptions.

The steps to edit an existing user are as mentioned below:

1. Navigate to the 'Admin' tab and click 'Manage Users'.

2. You can view the user listing page displaying details of existing users in the organization.

3. You can search the user record that needs to be edited using filters and search options. To search a user record, enter the user's email ID.

4. Click the 'edit' icon next to the user record you need to edit. A layered page called 'Edit User' appears.

5. Edit the required information for the user, including basic details and subscription.

If the user's email address or the mapped organization changes, you can contact your Asite Professional Services Consultant / email Asite Support to check for available options.

6. Click on 'Update' to complete editing a user record.


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