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How to Add a New User in expereoOne?

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Follow these steps to add a new user to the expereoOne portal:

Step 1: Navigate to User Management

  • Click on your name in the top-right corner of the screen.
  • From the dropdown menu, select User Management.

Step 2: Choose an Option – For Your Organization or Your End Customer

You have two options to choose from the left menu:

  • My Organization
    Select this option to create a user within your own organization.
    You can control their access by assigning specific Contract Accounts.
  • Delivery Account
    Select this option to create a user for an end customer.
    You can restrict access based on both Contract Accounts and Delivery Accounts.

After choosing the appropriate option, click Add New User at the top.


Step 3: Enter Personal Information

Fill in the following fields:

  • Type: Personal or Group (for example, Distribution List)
  • Email Address
  • First Name
  • Last Name
  • Phone Number
  • Country

The system will automatically check if a user with the entered email already exists.
 

Click Next to continue.


Step 4: Assign Permissions and Access

  • Select the appropriate permissions for the user.
  • Define access to Contract Accounts and (if applicable) Delivery Accounts.

Helpful Links

  • More about User Permissions
  • How to limit access to Contract Accounts
  • How to limit access to Delivery Accounts
 

Step 5: Save

Click Save to complete the process.


Step 5: Action Required for Newly Added User

  • The new user will receive an activation email to setup their user account
  • The activation link is valid for for 7 days.
  • If the user account is not activated within this period, you can ‘Resend activation email’ via the options menu (3 dots) on the user’s card.
  • Note: Users cannot reset their password until their account has been activated.

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