Creating A User

 

  • To create a User first search the email address to make sure they are not already in the system as a contact:

 

New Contact 
Import 
New User 
Create Users 
Site Users 
Delete Selected 
a 
User Login 
Edit 
Edit Options 
Users 
Send Notification 
Send 
User Full 
Name 
User Email 
;earchuser@example.co 
Company 
Phone 
Delete 
Page 1 of 1, items 1 to 1 of 1.

 

 

  • If the user is not a contact or does not have a user profile, Click "New User" in at the top of the screen
  • You will be taken to this screen where you will need to enter the following *REQUIRED* information:
    1. Existing or New Company
      • If the company is existing search for it using the "Existing Organization" search box. You must type at least three characters in the box in order for it to start displaying organization names. This could take a few seconds
      • Once you find the company the user belongs to, select it to populate the Address fields below
    2. User Default Role
    3. User Login - *It is best that the user login be the e-mail. Makes it easier to search for user to add to projects, etc.*
    4. Password and Confirm Password
    5. First Name
    6. Last Name
    7. E-mail Address

 

USER COMPANY 
O Existing Company 
O 
New Company 
Existing Organization * 
Location 
Include in Address Book? 
StratusVue 
StratusVue (38 West Gr... / Fox Lake...) 
Edit Qualification 
PLEASE NOTE THAT CHANGING THE ADDRESS FIELDS WILL ONLY CHANGE THAT INFORMATION FOR THIS USER AND NOT THE ENTIRE COMPANY. 
This User Is Not From U.S. 
Address Line 1 
Address Line 2 
City 
State 
Zip * 
P h one * 
Fax 
Cell 
Web Site 
Add this user to selected user group 
38 West Grand 
Fox Lake 
60020 - 
847-876-1003 
<single groups> 
user@example.com 
Ext. 
a 
Planroom User 
USER DEFAULT ROLE 
Select User Default Role * 
USER INFORMATION 
User Login * 
ENTER PASSWORD * 
RE-ENTER PASSWORD * 
Select Role 
Require More Information on Login 
First Name * 
Last Name * 
Email Address * 
Secondary Notification 
Passwords must include a minimum of 8 characters, both upper- and lower-case letters, and a special symbol. 
User 
Example 
user@example.com 
Email

 

 

  1. Double-, triple-, quadruple-check the spelling of email address, as they will not receive data if the email address is entered wrong.

 

  • Once that is complete, scroll down to the permissions. Select the appropriate permissions for the site user. External site users are recommended to only have the privalege to Manage their own user profile. Internal site users, depending on their role in the company, may be granted more advanced permissions.

 

USER SITE PERMISSIONS 
Permission Name 
Create Projects 
Manage Companies 
Manage User Profile 
Manage Users 
Organization Admin 
Send Faxes 
View all projects 
Permission Description 
Enables User to Create projects 
Enables User to see "User Companies" and to Add/Modify organizations. 
Enables User to manage or modify his/her user profile. 
Enables User to to add users to the site. 
Enables User to manage all organization Setting - Reserved for Your Org's Administrators 
Enables User to send project faxes. 
Enables User to "view only" all projects within their Organization even if they are not a project member.

 

 

  • Press "Save" to create your user's profile. You will get a message on your screen letting you know the user profile has been created, and the user will receive an email with their login credentials to begin using the site.

 

 

 

 

Note: If the user is in the system as a contact, all that has to be done is:

  • Populate User Login
  • Password and Confirm Password
  • Scroll to the bottom and press "Update". 
  • Search for the user again and at the top of their profile will be a "Permissions" tab. You can assign their permissions there; You can only do this after converting their profile from "contact" to "user"

 

A contact profile will usually look like this:

a 
a 
Delete Selected Users 
User Login 
<none> 
User Full Name 
User Contact 
User Email 
contact@example.com 
Company 
StratusVue 
Phone 
847-876-1003 
Delete 
Page 1 of 1, items 1 to 1 of 1.

 

This where the Permissions tab is after you have updated their profile:

 

Users Management 
USER COMPANY 
O Existing Company 
O 
New Company 
Existing Organization * 
Location 
StratusVue 
StratusVue (38 West Gr... / Fox Lake...) 
User Info 
Edit Qualification 
Password 
Restoration 
Permissions 
Administration Options 
Include in Address Book? 
PLEASE NOTE THAT CHANGING THE ADDRESS FIELDS WILL ONLY CHANGE THAT INFORMATION FOR THIS USER AND NOT THE ENTIRE COMPANY. 
This User Is Not From U.S. 
Address Line 1 
Address Line 2 
City 
38 West Grand 
Fox Lake

 

 


Published:07-2019 | Revised:02-2020 v8.5.3