01. Add a new user
One of the essential functionalities within the system is the ability to create user accounts for individuals participating in the process.
The process of creating a new account involves five steps (fig. 1):
- Navigate to the Users tab.
- Click the ADD USER button.
- Complete the required fields: email address, and assign the user to a group under the Group section.
- Save the changes, and the system will create a new account.
- You can invite the user to log in immediately or at a later time.
The option Q&A roles pertains to granting specific users access to the Q&A discussion forum module within the Questions and Answers Team. For more details, refer to the article Description of the Answer Team in the Q&A.
To learn about the feature that allows the simultaneous addition of multiple users to VDR, including dozens of users, refer to the article Bulk Adding of Multiple Users.
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