Adding new users to your company account allows them to perform various actions based on their role and team. Here are a few examples of what users can do based on their role:
- Access company templates
- Communicate internally (external guests cannot view internal messages) via the discussion panel and comments within the document
- Easily share contracts in various statuses
Administrators and Team Managers configure the role of the user. Roles determine the level of access a user has to documents and tags within Concord.
Only account Administrators and Team Managers can add users to an organization.
In addition to the steps below, companies using Single Sign-on must also add those users to their internal Single Sign-on approved list.
Add users to an account
Admins and Team Managers can go to the Settings > Company Settings > Users
From the User management screen, you can select the 'Add User' button from the top right of the screen.
In the modal, enter the user's email in the first field. Enter multiple email addresses separated by commas to invite multiple users at once.
Select the 'Send' button and the added users will receive an email invitation to join your Concord company account.