Adding Users

The Add function in Manage Users is to add new users to IMDEXHUB-IQ™.

The following fields are mandatory to set up new users in IMDEXHUB-IQ™:

The other fields, are optional:

User Groups is a feature to manage and sort users. It is also set up in Manage Users. However, in order to assign new users to a User Group, it is necessary to create the User Groups first, before adding new users.

 

To add users to IMDEXHUB-IQ™:

  1. Navigate to the Manage menu.
  2. Select Users.
  3. Click Add from the toolbar.

  1. In the Add User dialog, enter in the required user details:
    1. Username - the name the user will use to log into IMDEXHUB-IQ™:

    2. Email - required so that IMDEXHUB-IQ™ can send out account set up instructions and notifications
    3. First Name
    4. Last Name
  2. Enter in the User Group (optional).

A user can only be included in one User Group.

  1. User to Copy: Select from the list of existing users to copy their profile including permissions, projects and lists.
  2. Customise parameters:
    1. Select a tab to access Permissions, Projects or Lists.
    2. Select Permissions/Projects or Lists from the Drop Down List, or
    3. Review or remove current Permissions/Projects or Lists currently assigned
  3. Click Save.

The user is added to IMDEXHUB-IQ™ and is now listed in Manage Users with a status of Pending.

An email is automatically sent to the email address specified in step 4 with a link to the Create Password screen. Once the user has set their password, the status changes to Active.

The Password link is valid for 5 days or until a new link is sent from IMDEXHUB-IQ™. Please follow Resend Initial Password Email process in Manage Users Status to resend a password link.

Project permissions need to be assigned for the user to have access to data within IMDEXHUB-IQ™.