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How can I manage expereoOne users?

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Creating an expereoOne account

During the onboarding process, after you’ve placed your initial order with Expereo, we’ll create an account for you and send an e-mail to the designated individual. They will then be a manager for that account and have the ability to add new users and manage them.

 

Adding and managing new users (Manager Role)

 

Adding a new user

 

  1. Hover over your name at the top right of the screen and select User Management
  2. Choose ‘My Organization’ or ‘Delivery Account'
  3. Click on the ‘Add New User’ button
  4. Fill in all ‘Personal Information’
  5. Fill in ‘Role and Permissions’
    1. Assign Role
    2. Restrict access to certain accounts
  6. Submit the form.

The user will then receive an activation e-mail and will have 7 days to activate the account.

 

 


 

 


Resending an activation e-mail (Inactive status)

After a user is created, it will have the status inactive until the user has activated the account. If the is not activated account within 7 days, you can resend the activation e-mail by following the steps below:

  1. Hover over your name at the top right of the screen and select User Management
  2. Choose ‘My Organization’ or ‘Delivery Account'
  3. Find the user which you want to deactivate and click on the 3 dots options button at the right side of the card
  4. Click ‘Resend activation email’

The user will receive a new activation e-mail within a few minutes and will have 7 days to activate the account.


Removing users

A user can be removed directly from the expereoOne. 

  1. Hover over your name at the top right of the screen and select User Management
  2. Choose ‘My Organization’ or ‘Delivery Account'
  3. Find the user which you want to deactivate and click on the 3 dots options button at the right side of the card
  4. Click 'Remove user'.

Please note: Removing a user does not delete the contact from our records.


 

 

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