Manage Users

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

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Create a new User

Client Administrators having required system level privilege can manage users from 'Admin' tab in Asite. To get this privilege, contact your Asite Professional Services Consultant / drop an email to Asite Support.

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

To understand how to add users to an existing project on Asite. click here.

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

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

2. You can view users listing page which displays details of existing users in the organization. Click on 'Add New User' button on users listing page.

3. A layered page of 'Create New User' will open up. This page allows you to create a new user.

4. Key in the email id of user who is to be added.

5. Now select the organization in which you are adding this user, System will recognize the domain name from email id and present you options for organizations in dropdown. Select the appropriate organization and proceed to Step 9.

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

7. Key in the name of organization, email domain is already captured from email id which is entered, select the relevant country and click on 'Submit'.

8. Newly created organization will be selected in 'Organization' field by the system.

9. Key in other details of the new user i.e. 'Name', 'Job Title', 'Language', 'Time Zone', 'View' (Adoddle, Classic or Adoddle & Classic).

10. Now key in the required details for user subscription i.e. 'Subscription Start', 'Subscription End' and 'Subscription Plan'.

While a new user is created by administrator having 'Key Professional' or 'Key Unlimited' will set the default key for new user to 'Key Professional'. If administrator has Key Lite, then default key for new user shall be set to 'Key Lite'.

11. 'Bill to Org' field by default shows your organization. To change it to some other organization, click inside the 'Bill To Org' field and select relevant organization.

12. 'Instant Email Notification' checkbox is checked by default, uncheck in case 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 having required system level privilege can manage users from 'Admin' tab in Asite. To get this privilege, contact your Asite Professional Services Consultant / drop an email to Asite Support.

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

Steps to edit an existing user are as mentioned below:

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

2. Now you can view users listing page which displays details of existing users in the organization.

3. You can search the user record which needs to be edited using filters and search options. To search a user record, key in the email id of user.

4. Click on edit icon against a user's record which you need to edit. This will open up a layered page of 'Edit User'.

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

In case of a change or correction in user's email address or their mapped organization, contact your Asite Professional Services Consultant / drop an email to Asite Support to check for available options.

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


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