Adding a user in Crelate is very easy. Users will be given a Username (email address) and Password. All users require a license, to be able to access Crelate.
To add a user follow these steps:
As a Crelate Administrator, access the Settings Area on the left
Select Users
Click on the "+" sign to add a new user on the right.
To add a new user, you’ll have to first walk through a few options.
License Type: You’ll be notified if you have new licenses available, or if you’ll need to purchase an additional seat.
Next, enter the user’s name.
Employee Id: This Employee Id can be used during bulk import as a distinguishing field for matching cell values to users in your Crelate instance. A common use case for this field is to store an employee/payroll Id that can be used to relate the Crelate user record to a record in an external timekeeping/payroll system. This field is not required and you can create a user without adding an Employee Id.
Username: This will be the new user’s email address and login ID
Auto generate vs. Self Creating Password: Auto generating will build a strong password automatically that the new user can change when logging in. Creating a password allows you to customize and share a password with the user.
Role + Additional Roles: You can select between 3 role types for new users and create your own “additional roles." Normal users must be assigned at least 1 role and can be assigned multiple. You can read more about our user roles here: User Roles
Informing the user of their Login and Password
Once you click "Add," you'll see a screen where you can copy the users information, or send them an email directly with the information. You can also add yourself as a recipient of the email, so that you have that information as well.
What's Next?
If you need to purchase a new license or guide your new user through content, take a look at the links below: