Adding Users to Security Groups in Bulk

Project participants requiring access in InEight Document to send communications, upload documents, generate transmittals, etc. must be defined as InEight Document users.

The process of creating a new user involves:

1. Adding the person to the Address Book.

2. Assigning the person to a Security Group.

3. Setting the persons access levels to the various modules of InEight Document.

4. Adding the person to a Document Distribution Rule set (optional).

The minimum steps to enable someone to login to InEight Document are to add to the Address Book and allocate to a Security Group.

To create add a User to a Security Group:

1. The user must be created in the Address Book as a contact.

2. Go to Admin, Manage User Access.

   

3. Click on a Security Group from the Upper grid the users will be assigned to.

   

4. Click the Users tab in the lower window.

5. Click the Add Users.

6. At Add users to Security Group select the company then the contacts.

   

7. Click Add to add these contacts to the security group.

8. The users allocated to the security group can be viewed from the Users tab.

When a contact is added to a security group the system will prompt to send a welcome notification to the new users.