Adding Users to Your Account

Learn how to add additional users to your account using the standalone system.

 

1. Ensure you have enough licenses for your new users
Account

Before adding new users to your Allsorter account, make sure you have enough licenses available.

To check if there are available licenses, go to the Account tab located on the left side menu. Under the Org Details tab, you can find all the essential account information, including uploads used, billing details, and available licenses.

If there are licenses available on your account that have not been assigned, you can add new users to your Allsorter account.

If you require more licenses for your Allsorter account, simply contact your dedicated success or sales executive to upgrade your subscription.

In case you have inactive users, you can free up licenses by deactivating their accounts. This will enable you to add new users to your Allsorter account without needing to purchase additional licenses. Learn how to disable users here.

2. Creating New Users 

From the Account menu, navigate to the users tab. Click Add User

From there, enter the user's details; name, email address, position and phone number. Then click Save. The user will be created. 

3. Set a temporary password for the user(s)

From the users list, select the blue icon to the right of the name 

From the window that opens, look for Set Temporary Password and click .

The user will then receive an email with their login details. On login, they will be able to set a secure password for their account. 

 

 

 

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