Adding licenses:
Licenses are purchased so that users can access Crelate. If you need to add a new license in Crelate, you can do so from the Settings | Manage Licenses screen.
To add an additional license you can select Change as you'll see below.
You may then use our drop down option to add any number or monthly or annual licenses.
You'll then be asked to confirm your changes before adding that additional license.
Please note: Removing Licenses requires Crelate's Accounting help. If you need to remove a license, please contact accounting@crelate.com.
Add user:
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. See the instructions above for adding a license!
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?
Once that license is purchased, guide your new user through new user content