Adding Users

Steps to Add a Single User

1. Navigate to User Configuration:

   • Go to Configuration > Users to see all the users in your Declaree environment.

2. Add a New User:

   • Click the Add button.

3. Fill in Required Fields:

   • Profile:

     • First name

     • Last name

     • E-mail

   • Workflow:

     • Submits To

     • Approves to (if needed)

   • Localization:

     • Language

   Note: Your organization might require additional fields for use or export reasons. However, the fields listed above are mandatory to invite a user.

4. Save the User:

   • Click Save at the bottom left.

5. Invite the User:

   • In the user overview, check the box for the user(s) you want to invite.

   • Click the Invite button at the top.

   The user will now receive an invitation email.

Steps to Add Multiple Users

1. Download Current Users File:

   • Click Download to get the current users file.

2. Edit the Excel File:

   • Add new rows for each new user and make any necessary edits for existing users.

   • Fill in the following essential fields for new users:

     • First name

     • Last name

     • E-mail address

     • Username column (with the e-mail address)

3. Upload the Edited File:

   • After making the changes, upload the edited Excel file.

   • The changes will be applied in Declaree.

Inviting Users

1. Check for Uninvited Users:

   • Look for the red exclamation mark icon in the user overview. This indicates users who have not yet received an invitation email and cannot log in.

2. Invite the Selected Users:

   • Select the users with the red exclamation mark.

   • Click the Invite button at the top of the screen.

   The red exclamation mark will disappear, and the users will receive an invitation email with a link to activate their account and create a password.

By following these steps, you can efficiently add and invite users to Declaree, ensuring they can access and use the system without any issues.Adding a user