How do I add a person and give them access?

Add a user

1. Open People & Access in the left menu, then click Users.
2. Click + Add User.
3. Type the Name and a Username. The person uses the username to sign in.
4. Add an Email and a Mobile Number if you have them. The mobile number is used for password-reset codes when there is no email.
5. Click Generate for a Temporary Password, or type your own.
6. Tick one or more Roles.
7. Click Create User.

Change a person’s access

• Roles — change which roles the person holds.
• Extra Permissions — give one extra permission with Force Grant, or take one away with Force Deny. Inherit goes back to the role’s own setting.
• Edit — change the name, username, email or mobile number.

Reset a password, or stop a person signing in

• Click Reset Password. DueFiler shows a new temporary password once. Copy it and share it.
• Click Deactivate when someone leaves. They can no longer sign in. Click Reactivate to bring them back.
• Click Delete only when you are sure. It cannot be undone.

Make your own role

1. Open People & Access, click Roles, then click + Add Role.
2. Type a name, for example Trainee, and click Save Role.
3. Click Choose permissions. In the Permissions Matrix, tick what the role may do. Each tick saves at once.