Inviting users

EP Help General > Settings > Users

 

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Inviting users requires that the role of the inviting user includes the 'Invite users' global permission. See Global permissions to learn more.

 

Apart from creating users via Settings | Users (see Creating users for more details), you can invite users from Activity Center. As you save their user profile in a special form, Easy Projects will email them an invitation with an automatically generated login/password.

 

Inviting user to project

 

To invite a user to a project, follow these steps:

 

1.

Log in as a user who has at least the ‘Manage members’ permission in its role. If you are already logged in, skip this step.

2.

In Activity Center, locate the project you want to invite a user to.

3.

Click the Members attribute button.

4.

Click the Invite User link in the top right-hand corner of the dialog box that opens.

5.

Fill in the fields for the user to be invited.

6.

If you want to fill in additional fields on the user invitation form, click Show all user details.

7.

When done, click 'Save and close' to save and exit, or 'Save' to invite another user.

 

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The user will be emailed a welcome letter with either automatically generated login/password, or the ones you have specified. This requires the notification system be enabled. See email notifications for more details.

 

Inviting user to activity

 

To invite a user to an activity, follow these steps:

 

1.

Log in as a user who has at least the ‘Manage assignees’ permission in its role. If you are already logged in, skip this step.

2.

In Activity Center, locate the activity you want to invite a user to.

3.

Click the Assignees attribute button.

4.

Click the + Invite User button.

5.

Fill in the fields for the user to be invited.

6.

If you want to fill in additional fields on the user invitation form, click Show all user details.

7.

When done, click 'Save and close' to save and exit, or 'Save' to invite another user.

 

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The user will be emailed a welcome letter with either automatically generated login/password, or the ones you have specified.

 

 

Inviting users beyond the limit in your license - 5-day temporary license

 

When you try to invite a user which is beyond the limit permitted by your license, a temporary license with a 5 day grace period will be automatically generated for the user.

All you need to do is to purchase an additional license for the extra user within the grace period.

 

Easy Projects will return the following dialog box:

 

 

To continue, fill out the user creation form and click 'Save and close' to add it. If required, use 'Show all user details'.

After you close the dialog box, an Easy Projects Customer Portal page will open in a new tab where you can complete the purchase of an additional license:

 

 

 

You can either complete the purchase now, or postpone it till later but within the grace period.

 

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If you do not complete the purchase within the grace period, the 'Can login' option will be revoked for the users not covered by your license.

 

 

 

 

 

 

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