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How can I manage expereoOne users?

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As part of onboarding, once you’ve placed your initial order with Expereo, we’ll set up your first user account. This user will have User Management permissions to create and manage all additional users for your organization.

 

Adding New Users

Refer to the below article for detailed steps for adding new users:

How to Add a New User in expereoOne?


Resend Activation Email

After a user is created, their account will stay inactive until they complete the activation step. If the account isn’t activated within 7 days, you can easily resend the activation email by following these steps:

  1. Hover over your name in the top‑right corner of the screen and select User Management
  2. Choose My Organization or Delivery Account
  3. Find the user and click the three‑dot (⋯) menu on the right side of their user card
  4. Select Resend activation email

The user will receive a new activation email within a few minutes and will have another 7 days to activate their account.

 


Remove Users

You can easily remove a user directly from expereoOne by following the steps below:

  1. Hover over your name in the top‑right corner of the screen and select User Management
  2. Choose My Organization or Delivery Account
  3. Find the user you want to remove and click the three‑dot (⋯) menu on the right side of their user card
  4. Select Remove user

Please note: Removing a user will disable their access to expereoOne, but their contact details will remain in our records.

 


Helpful Links

  • More about User Permissions
  • How to limit access to Contract Accounts
  • How to limit access to Delivery Accounts
 
expereo.one manage users

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