Add accounts for the users in your organisation and manage their permissions.
Overview
The "Add and Manage Users" guide provides step-by-step instructions for managing user accounts and permissions within Smarter Drafter. This guide is essential for administrators who need to create, edit, and oversee user roles and access within the platform.
Learning Outcomes
By following this guide, you will learn how to:
- Add new users and assign appropriate application roles.
- Understand the roles and permissions structure, including Admin, Form Builder, and Form Filler.
- Edit user profiles, including updating permissions and adding signatures.
- Deactivate or reactivate users as needed.
- Guide users to maintain and update their own profiles.