Having set up the permissions that your user will have, you then need to select the company or companies over which they will be able to exercise those rights.
If your portfolio contains a particular sensitive company or your own practice and you prefer that nobody has access to this company, see: How do I regulate access to sensitive companies?
If you have not yet set the permissions see:
How do I add someone as a Manager?
How do I add someone as a Practitioner?
How do I add someone with View only access?
Inform Direct will default to give the new user no access over any companies. Therefore, you must choose which company or companies you would like them to have access to.
You have these options:
- You can give them 'Edit access' over all companies listed. (Managers and Practitioners only have this option)
- You can give them 'View only access' over all companies listed.
- You can give them 'No access' over all companies listed. (The default setting)
- You can, on a company by company basis give them 'Edit access' 'View only access' or 'No access' as required.
If you select either option 1 or 2, Inform Direct will ask you whether the new user is to have access to all future additions to the portfolio too. Click Yes. Otherwise they will be restricted to the companies in the portfolio at the time of their being invited to become a user.
To confirm, select 'Add user.' Inform Direct will then send the new user an invitation by email. If they click on the link in the email they will have to set themselves a password. Once they have done this they will have access to the portfolio.
Note: Until the new user has accepted their invitation, their status will show as 'Pending'.
Note: If you have set up a user and then wish to change the user type, please follow the link below:
Can I change the user type for an existing user?