Need to add an employee, consultant, stakeholder or auditor to the platform? Here's how.
You've setup your Company on Adoptech, and now you want to add someone else, perhaps an employee to view an information security policy or a consultant to sign an agreement.
Note you need to have the Admin role in Adoptech to be able to add users.
Adding a single user
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Select People in the left menu (under Governance).
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Click the Add People button in the top right hand corner.
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Enter the first name, surname and email address of the user.
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Select which Group or Groups the user is a member of. Assigning users to Groups is required in order to share policies with them to read.
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Select the roles you wish to give that person.
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Optionally add Role information - job title, line manager, start date, user type and employment status.
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When you select ADD an email invitation will be sent to join your Company on Adoptech.
Adding multiple users
When you have a number of users to add to the platform at the same time.
Select People in the left menu (under Governance)
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Click the Add People button in the top right hand corner
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Select the Bulk add people tab
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Enter the email addresses of the users you wish to add using a comma delimiter
- Select which Group or Groups the user is a member of. Assigning users to Groups is required in order to share policies with them to read.
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Select the roles you wish to give all the users being added. Note, the permissions selected will be applied to all users in this bulk add and can be tailored after by editing the users' profiles
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When you select ADD an email invitation will be sent to all the users
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Once the users have been added they can update their profile (first name, surname) themselves.
If you are unsure about anything just chat with one of the team who are on-hand to help.