Video Tutorials: User Management in Precoro
See how to invite a user in Precoro and give them the right access so that they can start working with documents, approvals and other functions.
⚠️ The interface shown in this video may differ from your current Precoro account, as the product is updated regularly.
TABLE OF CONTENTS
Inviting a New User | 3-Minute Watch
This 3-minute video walks you through inviting a colleague to Precoro and setting up their access, so they can start working with documents right away.
Rather read the instructions? Find the full steps in How to Add/Invite a User and Set Up the User's Access.
After watching, you'll be able to:
- Invite a colleague by email from the User Management page.
- Give the user access to the locations and custom fields for documents they work with.
- Assign roles that match the user's responsibilities.
- Edit existing user access (including locations, custom fields, and roles) or enable vacation mode when a user is out of the office.