Nothing is simplier.

Just click on the "+ Invite friend or colleague" button in the chat and follow the instructions.

Note: If you don't see this button, it means that you don't have the right to invite new users. If it's the case, contact your administrator.

 

Instructions:

Step 1. Click on the "+ Invite friend or colleague" button.

Note: The maximum number of users is limited by the type of plan you have chosen (see pricing here, see how to manage your plan / license).

Step 2. Decide whether the new OneSoft user is from inside of from outside your organization.

  • From inside: in the next step, OneSoft will be searching for a record in the Employee datasheet so the new user account is linked to this record (item). If there is no record about the person you are creating the user account for, OneSoft will found one.
  • From outside: in the next step, OneSoft will be searching for a record in the Contacts datasheet so the new user account is linked to this record (item). If there is no record about the person you are creating the user account for, OneSoft will found one. Creating an external user will not affect the price of your OneSoft Connect.

Step 3. Start typing the name of the user you are going to create. As soon as the name appears in the autocomplete, click on it in order to make sure that your the user's profile will get linked to your existing Employee or Contact record. If there is no existing record to pair with, OneSoft will automatically create one.

Step 4. Double check the first and last name

Step 5. Double check / enter the e-mail. The entered e-mail will become the new user's username.

Step 6. Set up the user's rights. To do so, assign a role (ie. a set of access and other permissions, find out more about roles here) or more to the new user or choose the datasheets that the new user will have access to. If a user has more than one role, they will be able to switch between them (see how).

Step 7. Step Scroll down and Save

You're all set.