Add user

Here you can find out how to create a user, define their authorizations and send them a user invitation.

Invite users in the test phase

It makes sense to invite additional users in order to be able to test Scopevisio properly. We have already provided for this: During the test period, you can easily invite up to 25 additional users by e-mail.

Click on Global or Organization > Setup wizard and then on the link How can I add more users? (1)

A link for inviting additional users will then be displayed (2). Click on it.

A form will appear in which you can easily invite additional users by e-mail. Enter the person's details in the top section of the window on the left and tick the box on the right to indicate which applications they should be activated for. Then click on Invite user.

The user will receive an e-mail containing your invitation, a link to log in to Scopevisio and a temporary password. At the same time, they will be displayed as a new user in Scopevisio.

As soon as the new user has logged in, their status in the user list changes from Invited to Active.

Create regular users

Select System administration > User administration > Manage users.

In the User form, click on Add.

Enter user data

Complete the User data form. Please note that the user's signature cannot be changed later.

Make a note of the temporary password for the user. You can either send this to the user in the text of the user invitation e-mail (see the Personal message section in the form shown) or give it to the user for the first login.

The new user will be asked to change their password the first time they log in.

Book additional licenses

No more licenses available for the new user? No problem, you can simply book them, even for the free trial month. Click on Purchase additional licenses in the Licenses section.

Select licenses

This takes you to the store area. Here you can book licenses for a fee or select them for 30 days for test purposes. We show you how to book trial versions here.

1. Under Test applications, select the application(s) that you would like to assign to your users.

2. Enter the number of licenses required.

3. Click on Test now.

4. Or invite other users to your company for joint testing.

Save this. After a confirmation prompt, the newly booked licenses are available to you. You can now assign them to new users.

Assigning a license

Select the required (and previously booked) licenses for the user in the Licenses area.

Assign profile

In the User profiles area, select which applications and functions the user should have access to. Selection lists help you with the input.

Select configurations

You may have been supplied with configurations (settings). Tick these so that they are applied to your users.

Write user invitation

It makes sense to give the user the password that you have created for them. You can communicate this to them either with the invitation e-mail or by other means. In the Personal message area, you can write a personal message to the new user, which will be sent to them with the invitation.