Adding new users to your account

This article covers the following topics:

• Adding users manually
• Adding users in bulk
• Checking user registration status
• Changing users status

Adding users manually

In the Add Users section, you will find two options: Add Users, to add them manually, and Upload, to add them in bulk. Add users to the account by entering email addresses, one address per row in the Option 1 box.

Next, if you press the Save button, the users will be added to the list displayed in the same section. You can view their status and current license. If you press the Save and Continue button, the users will be added, and you will be automatically directed to the Company plans section to view the available licenses. To assign available licenses, you will need to go to the User plans section.

Adding users in bulk

You may use a CSV file to bulk add users to the Customer account. The format must be as follows:

Once the file is ready, simply upload it using the corresponding button.

Next, if you press the Save button, the users will be added to the list displayed in the same section. You can view their status and current license. If you press the Save and Continue button, the users will be added, and you will be automatically directed to the Company plans section to view the available licenses. To assign available licenses, you will need to go to the User plans section.

Checking user registration status

Users who haven't registered for any of the applications will have an i icon displayed next to their name. When users hover over the i icon, a tooltip will indicate User Registration is Pending, signifying that the user needs to create their credentials.

Changing users status

In the Add Users section, you will see all your account users. Whenever you need to change any of your users' statuses, simply follow these steps:

1. Select the applicable users by checking their corresponding box.
2. Click on the Change Status dropdown.
- Select Enable if the user is Suspended and you wish to re-enable it.
- Select Suspend if you want to prevent users from sending messages or envelopes but remain in your company account with an active plan.
Note: Suspended users will be automatically moved to Cancelled status, and their current plans will be removed if no action is taken within 60 days.
- Select Delete if you wish to remove the user from your company account. The user will be moved to RPost Defaulf account. Note: If a user with RSign access is deleted, all associated envelopes will be permanently removed and become inaccessible.