Adding a New User

Owned by Lars Field (Deactivated)
Last updated: Nov 27, 2020
3 min read

Click the Add User button, enter the user’s details and then click Save.
You must assign user permissions before the account can log in.

  1. To add a new user, begin by clicking on the blue Add User button.

  2. This will take you to a page where you will be asked to enter an email address, a given name and a surname for your new user.

    Once you have done so, click the blue Save button

  3. This will create the user account and will send an email to your new user with a temporary password that they will be requested to change.

    Note: The user will not be able to log in to the site until they have been assigned permissions.

On the User’s end

  1. Once an account has been created, the user will receive a welcome email asking them to set up their account, as shown below.

     

  2. When the user follows the link, they will be directed to a page where they will be asked to enter their user name and temporary password

     

  3. Once they have signed in with their temporary details, they will be asked to set a new password.

     

  4. Finally, the user will be redirected to a welcome page which will display a list of CompliSpace applications linked to the user directory. Clicking on a product icon, the PolicyConnect icon for example, will send the user to their PolicyConnect site.

     

  5. Alternatively, by clicking on the CompliSpace tick icon in the top left-hand corner of the page will redirect them to their user directory interface where they may manage users provided that they have the correct permission levels.