To add a new user account, go to Settings > Administration > Users & Groups and click on Add user.
The user account page is divided into three blocks -- User details, Categories, and Additional details.
The User details fields are more user detail related. Categories cover the permission sets and data the user should have access to. And Additional details is a checkbox that is marked by default before you save the changes to send out an invitation to this user.
The admin user who creates the user account should fill in the mandatory fields about the user. Mandatory fields are marked with the asterisk next to the field name:
From the Business function and Position drop-down fields, simply select the closest type that fits the most. The main purpose of both fields is to make your user experience more relevant – you get notified of product updates that are more likely relevant for your workflows instead of getting everything.
While filling in the user account details, we also suggest uploading a picture for every user. That way, it's easy to recognize users, for example, under different group events. Each user can edit their profile details later on as well and update their user account as wished, under Settings > My settings > Profile.
Define their access rights by assigning a permission set. Read more about permission sets and how they work.
In addition to choosing a permission set for the user, also decide whether the user has administrator rights or not. Site administrators have the right to create user accounts, assign permissions to others, and manage the subscription of the site.
If you've enabled roles for your site, you also need to assign the user to a role. Read more about roles.
The account is marked active when creating it. The information about the account created will be sent to the user’s e-mail. The user will have 7 days to activate their Scoro account. If they didn't have a chance to do it, the admin user could re-send the invitation by opening the user account and ticking the "Send an invitation e-mail" checkbox under the Additional details section, and clicking Save:
An account cannot be deleted in order not to break links created with the user, but you can mark an account inactive by switching the toggle off. Click on the toggle, wait 3- 5 seconds for the system to complete the request, and click Save.
The user will not be able to log in anymore, but the history of user activity remains in the system. When a user account is marked as inactive, this user seat becomes available.