How to add a person to the list of personnel while creating a new user?
How to add a person to the list of personnel while
creating a new user?
Similar questions: How to add a person to the list of personnel without having to go from Users
to Personnel?
In order to add or modify users or list of
personnel in CONFORMiT software relevant rights are needed. Usually it’s the task
of users having rights of administrators. Refer to your CONFORMiT tenant administrator
if you’re unable to create users or add persons in the list of personnle, but
need to do this due to your work responsibilities.
- Go to
and in the Settings menu within Users and rights section select Users:
- Clicking on
will open a window to create a new user. While typing the name of the person in the relevant box, if there’s no such person in the list of Personnel, system will offer to
- This opens window of adding person to the list of Personnel with name and email already pre-filled with information from the user creation window. Fill up the information about the person you wish to add as described in the article “How to add or delete a person from the list of Personnel?”
- When finished, clicking on
will add a person to the list of Personnel and link automatically with the user you were creating.