Users and groups

Users and groups are managed under Administration. There are two tabs: Groups and Users.

We recommend doing this in the following order:

1. Create the groups you need.

2. Add users and assign them to groups.

3. Give the groups access to the appropriate folders.

4. Send the invitations once the account is fully configured.

Permissions are assigned to groups, not individual users. Therefore, it is easiest to start with the groups.

Groups

There are always two groups in the account: Administrators and All users. They are fixed and cannot be deleted.

Create a group

1. Click New group.

2. Give the group a name, for example Finance.

3. Select members from the users in the account, or click Create immediately. If you create the group without any members, you will be asked to confirm.

The group will then appear in the list with the number of members and the status Active.

Edit, deactivate, or delete a group

You can edit, deactivate, or delete a group you have created at any time. When editing a group, you can add members and click Update. You can also see who last updated the group.

Users

Under the Users tab, you can see everyone in the account, along with their name, email address, phone number, and role—that is, whether the person is a user or an administrator.

The status column shows the status of each person:

• Pending – the person has been added, but no invitation has been sent yet.

• Invited – the invitation has been sent, but the person has not logged in yet.

• Active – the person has logged in. You can see when they last logged in.

The Pending status lets you finish setting up the account, including all users, groups, and permissions, before anyone is invited. This way, everyone sees the right content the first time they log in.

Add a user

1. Fyll i namn och e-postadress.

2. Lägg till mobilnummer. Det rekommenderar vi, eftersom det gör det möjligt att slå på tvåfaktorsautentisering.

3. Kontrollera vilket konto eller företag du bjuder in personen till.

4. Välj roll: Användare eller Administratör. Rollerna beskrivs i en separat artikel.

5. Välj om inbjudan ska skickas direkt. Vill du först konfigurera kontot klart avmarkerar du rutan och skickar inbjudan senare.

6. Klicka på Skapa.

Skicka inbjudningar

1. Markera de användare som ska bjudas in. Du kan markera flera samtidigt.

2. Klicka på Skicka inbjudan.

Statusen ändras till Inbjuden. Har någon inte loggat in kan du skicka inbjudan igen.

Redigera en användare

You can edit, deactivate or delete a user. When you open an individual user, you can:

• Add the person to groups. This works just as well as adding members from the group.

• Choose the person's default language.

• Resend the invitation.

• See what the user sees. As an administrator, you can see everything in the account, so it can be difficult to know what others have access to. Here you can see exactly which parts the person can access. For example, a new user who has not been granted any access only sees the inbox.

Click Save when you're done.

Give a group access to a folder

1. Go to Folders in the menu on the left.

2. Click Manage access for the folder.

3. Add a group, for example Finance.

4. Choose the group's permission:

   • Editors can edit information.

   • Readers can read.

In the same view, you can see who has access to the folder.