Add and activate a user

Written By Tess Hoogeboom

Last updated 22 days ago

Note!

Users can only be added by someone with an administrative role.

Add a user

  1. Go to Settings (Cogwheel) at the top right and click on Users.

  2. Click New.

  3. Enter a valid e-mail address and choose a username (for example, first name + last name). The User receives an email with an activation link at the specified e-mail address. Click on the link to confirm and activate the User.

  4. Before a user can log in and perform tasks in the portal, administrations and user rights must be assigned to the user.

Inactive user

A user may be marked as inactive in TriFact365 for several reasons:

  • The user has not logged in for more than 210 days

  • The user has never logged in to TriFact365

  • The user only works through the app and therefore logs in infrequently

When an inactive user logs in again, they will automatically receive an activation link by email. Using this link, the user can reactivate their account.

Did the user not receive an email with activation link?

Administrators can resend the link.

Go to Settings (Cogwheel) → Users. Open the user by right-clicking → Edit. Then click Send activation link. (The activation link cannot be resent once the user has already been activated.)

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