How to Add/Invite a User and Set Up the User’s Access

TABLE OF CONTENTS

• How to Add a User to a Single Сompany Account

• How to Add a User to a Multi-Сompany Account

• Mass Actions in User Management
• User Actions When Registering
• Two-Factor Authentification Security

Precoro provides even greater value when your colleagues are involved.

The process of adding new users to your company depends on the type of your Account:

• Single Сompany Account

• Multi-Сompany Account

Single Company Account

To invite a colleague, follow the steps below on the Configuration → User Management page:

1. Click on the Invite User button.

2. Enter the email address.

3. Click the Next Step.

4. Enter the requested info about your colleague.



5. The following steps will help you set up the user’s permission to operate within the process: 

• Choose a Location(s) available to the user. You can use the mass actions to help you speed up the process.

• Choose Documents Custom Fields (Departments, Projects, etc.) you wish to make available to your colleague.

• Define the Roles by marking those roles and the functions associated with your colleagues concerning their functional responsibilities.

6. Click Invite. The invited user will receive an email asking them to create a Precoro password. After setting up the password, the user will be redirected to their Precoro account.

You can also manage invitations:

• Resend the invitations if needed.

• Edit the email if there are typos.

• See who has not accepted your invitation yet.

Multi-Company Account

To invite a colleague to one of your companies in a multi-company account, follow the steps below on the Configuration → User Management page:

1. Click on the Invite User button.

2. Enter the email address.

3. Select the needed companies by checking them or use the Select All mass action.

4. Click the Next Step button.

In a multi-company account, you will see the Available Companies for the user listed on the right. The user’s main info would be already predefined, as it is shared between all the companies.

You can assign the appropriate Locations, Documents Custom Fields, and Roles to this user in all the listed companies (see steps 4-6 for the Single Company Account).

 

5. Press Invite User from Other Company / Invite. The invited user will receive an email with further instructions.

Mass Actions in User Management

• For multi-companies, you can add, edit, and deactivate user access in all companies at once. As well as select and appoint a Substitute User for all available companies at once for the deactivated user:

• Access to All — can at once grant and revoke access to all Locations and Documents Custom Fields options in a specific company.

• Select All — can at once grant and revoke access to specific Locations and Documents Custom Fields options.

• Apply to All Companies — can help you automatically duplicate the specific set of User Roles, Locations, and Documents Custom Fields and apply them to all available companies.

You can also use a filter that will help you quickly manage user access to the options, sorting them by the necessary parameter.

You can find the filter in the User’s profiles in tabs for Documents Custom Fields, Locations, and Product Groups (if your company uses this functionality). The filter is, by default, set to Show All Options. Click on the filter to see other available choices: Checked and Unchecked Only.

 

User Actions When Registering

After you have configured the access and roles, the user will receive an email with an invitation and instructions to:

• Follow the invitation to the Precoro system.
• Create a secure password.
• Agree to our Privacy Policy, Terms and Conditions, and Processing of Personal Data.

After all the steps above have been successfully finished, the user can start working with Precoro!

Two-Factor Authentification Security

When adding new or editing the existing users you can configure the two-factor authentication which will help protect Precoro accounts from hackers and identity theft.