Managing Users
To add a user
See Roles and Permissions to learn about role and permission settings.
New User Invitation Expiry
A new user invite link is valid for 72 hours before expiring. If a user invitation expires, you can re-send it. To re-send an invitation:
- Open the Access Control window as described in To add a user.
- Click the check box adjacent to a new user invitation with an "Expired Invite" user status.
- Click the More (vertical ellipsis) button and select Resend Invite.
To edit a user's settings or information
- Open Users & Groups (
) from the left navbar.
- Select the user whose information you will edit by checking the box to the left of their name. When a user is selected, the More button (
) appears above the Users table to the right.
- Without leaving the Users view, you can use the embedded pull-down menus to change the selected user or users' settings, including their role, Clause Library access, and ability to upload and extract documents.
- To change user information, click the More button and select Edit User.
- Modify the user's name, email address, title, department, or address information, or change their default portal home page.
- Click OK.
To deactivate a user
To reactivate a user
This is a good time to review that user's permissions, groups, and settings.
To reset a user's two-factor authentication
From time to time, users lose or retire devices used to access the Contract Intelligence (Standalone) product's two-factor authentication (2FA).
The user is shown a new 2FA prompt on their next login attempt.