Add New User

Here are the steps you need to take to add an expereoOne user.

• Click on your name in the top-right section of the screen.
• Select the ‘User Management’ item from the menu.
• You now have two options:
  • My Organization: Create a 'My Organization' user for people within your organization.
    Here, you can restrict access to the data based on Contract Accounts within your organization.
  • Delivery Account: Create a 'Delivery Account' user for end customers.
    Here, you can restrict access to the data based on Contract Accounts and Delivery Accounts (End Customers).
• Select whether you want a 'My Organization' user or a ‘Delivery Account’ user.
• Press the “Add New User” button at the top.

Personal Information

• Fill in the Personal Information: Email, First Name, Last Name, Phone, and Country.
  • The system will check if the user already exists for the entered email.
• Press the ‘Next’ button.

Roles and Access

• Select Roles and Access.
• See here for more information about roles.
• See here for limiting access to the Contract Account
• See here for limiting access to the Delivery Accounts (End Customers).
• Press the ‘Save’ button.