Create a new Extranet User:

The steps for adding a new user vary depending on your access privilege.

For an ‘Agency’ user (Super-user, Admin, Designer), follow these steps:

1. Click ‘Admin’
2. Click ‘Manage Users’ from the secondary navigation
a. You will be presented with a list of all current users. Only ‘Agency’ staff can see this list.
3. Click ‘Add User’
4. Enter user details
5. Select ‘Company’ (Client). 
6. Select ‘User Type’ to control what access the user will have to projects.
7. Choose appropriate ‘User Privileges’ to control how the user will be able to interact with projects and the features they will see
8. Click ‘Create User’

When you create a new user, an automatic email is generated with the user, password and login details for the Extranet.

SPAM

Sometimes this email can be blocked by a corporate firewall, so it is worth checking that the new user received their information.

If they do not receive their invitation email, you should request that they add your Extranet Domain to their ‘Email Whitelist’ – which allows emails to pass through.

If you need to re-send the new user information, the user can re-generate the email themselves, simply by visiting the ‘Extranet Home’ screen and clicking on ‘Lost Your Password?’. Here they will be prompted for their email address, and their password and login details will be re-sent.

Note: You can actually complete this process on behalf of your client.