Users
Adding people to your organization
Create an account for a colleague, choose their role, and send them the welcome email.
Step 1
Open Users
In Organization, press Users. The header shows how many of your plan's seats are in use. Everyone who has not been deleted takes a seat, deactivated people included.
User Management
6 of 10 seats used
Step 2
Press Add User
Add User opens a panel on the right. When every seat is taken it is greyed out and a link to Billing appears underneath, where the Owner can add seats.
User Management
10 of 10 seats used
Seat limit reached. Manage seats in Billing
Step 3
Name and email
Enter their first name, last name and work email. All three are required. The email is where the invitation goes and what they sign in with.
Add New User
Step 4
Choose a role
Member is the default. Press the role to open Assign Role and pick a default role or one of your custom roles. Only the Owner can add another Admin; an Admin can add Moderators, Contributors and Members.
Assign Role
Org Role
Moderator
Delete and manage any file or folder
Contributor
Create and manage forms
Member
Submit and view forms
Custom Roles
Step 5
Their usage limits
Usage Limits shows what their share of the plan will be. Automatic splits everything evenly and re-splits it for everyone when they join. In Manual mode they share what is left with everyone who has no fixed share, unless you press Fixed share and set one. Unrestricted applies no limit.
Add New User
Usage Limits
manualChosen people get a fixed share of the organization total. Everyone else splits what is left evenly, and that updates by itself as people join, leave or get a fixed share.
Splits what the fixed shares leave evenly with everyone else who has no fixed share (7 people after adding).
Step 6
Create User
Create User makes the account and sends a welcome email with a temporary password and a verification link. They verify, sign in and can change the password under Account Settings. If the email could not be sent, the temporary password is shown once so you can pass it on.
Add New User
Step 7
If the email never arrived
Press Manage on their card. Until they verify, an Email not verified section offers Resend Invite Email, which sends a new temporary password and link. Their personal folder in Documents is made when they first open Secretary; Check User Folders makes any that are missing.
Manage User
Email not verified
This user hasn't verified their email yet, so they can't sign in. If their invite email never arrived, resend it. This issues a new temporary password and verification link.
Resend Invite EmailTry it in Secretary, or create an account to get started.
Related guides
Finding your way around Organization
Where the Organization page is, what each section is for, and what Overview tells you.
Managing people: details, access and removal
Find someone, see what they can reach, change their details, and deactivate or delete them.
Changing someone's role
Give a person a different default role or a custom role, and what each default role allows.