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Add User

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UsernameMandatory field.
Enter a username in English and without spaces (recommendation to enter a full email address)
*The field is case sensitive
First NameMandatory field.
You can enter a name in Hebrew or English.
Last NameYou can enter a name in Hebrew or English.
MobilePhone number is also used to locate the agent on the form submission screen.
EmailThe email address of the user to be used as archive default email.
Project permissionsMandatory field.
You can define a project manager or a project agent permissions by selecting organization, project and role details from the lists.
*The default for adding a new user is agent permission.

At the end of registering a new user, select the “Save User” button and additional options will immediately open. For more information see “Password control” section.

In order to change user’s permissions for the same project, first remove the existing permission by clicking the “Delete Permission” button. Then select the organization from the list, the project and the desired role from the options.

Click the “Update User” button to save updated data if a change is made to the user’s details.

Email and mobile phone

The user’s email address and phone number are supported by a quick search on the form submission page.

Type a part of user’s details to locate it in the list of users and send to the relevant destination, email, or mobile phone.

The access to the list of users may therefore also be for you a kind of contact list for those without any specific role in your organization who may receive self-filling forms.

In the list of users must only be people from your organization and not from another external source.

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