Note: This article refers to adding a user to your Firmex Site, not to a specific project. Please see this article about adding users to a project.
Site Administrators may add users to the Firmex site manually or by using an import template. Adding a user to a Firmex site grants the user access to the site, but not to a specific project.
Why add users to a Firmex site?
There are a number of scenarios where you might want to add users to your Firmex site:
- Add a new user as a Site Administrator or Contributor. These users are not involved in a specific project, but may manage the site users, reports, and oversee other projects on your Firmex site.
- Add users to the site-level if they are going to be added into projects at a later date. Adding them to the site-level allows Project Administrators to quickly add them to projects, since their information is already on the site. Please note that in guest projects, the user information will not be visible.
To add a user to your Firmex site:
- From the top-left corner of your screen, click the logo.
- Go to the Users tab.
- To create a new user, select Create New Users. You may also import users by clicking Import Users and importing the completed template.
- When adding a new site user, you'll choose a Site Role:
- Member: cannot add any projects to your Firmex site. An invitation will not be sent. Site Members should be added to a project if you'd like to send them an invitation.
- Contributor: can add new projects to your Firmex site. An invitation will not be sent. Site Contributors should be added to a project if you'd like to send them an invitation.
- Administrator: can add new projects to your Firmex site, as well as oversee other projects. An invitation will be sent to Site Administrators - there is no need to add them to a project.
- If applicable, choose whether the user Requires Two-Step Verification.
- Click Save to save your changes, or Save & New to save your changes and add another user.
Newly added Site Administrators will be sent an immediate invite to your Firmex site. Newly added Site Contributors and Members will not be sent an invite. Existing users whose site role has been changed will not be sent an invite.