How to create a user?

To create a user on DiliTrust, you must have a role that grants you the proper permissions to create or modify a user.

To learn more about the importance of roles on DiliTrust, see the dedicated article.

In this article, learn how to:

Content:

• Create a user
• Organize your users
• Modify a user
• Export your user list
• Transfer permission rights

Create a user

To add a user on DiliTrust:

• Access the homepage
• Click on settings
• Open the user tab
• Click on Add a user in the top right corner of your screen
• A window will open

• Enter the information concerning the new user
  • Name
  • Email
  • Role: will impact the user's access rights
  • Team: a user can be on multiple teams at once
• Click on 'Confirm'

>>To learn more about teams, see dedicated article.

Choose whether to save and send a welcome email to users, containing a link to the tool, or to add the user and send the welcome email later.

Click on the button send, at the right of the user's line, to send them the email. You can always select multiple users at a time and send the email in bulk.

Click on Send again to send the user a new welcome email.

Organize your users

Quickly find your users in the list by organizing them depending on your needs or by using the search bar.

Once your user created, they will appear in your user list. From this list, search any user with the search bar located at the top left of your page.

You can also, organize your users by name, email, role, team or latest connection, by clicking on the green arrow located at the right of the column.

Modify a user

Once created, you can always modify the information concerning a user:

• Double-click on the user you wish to modify
• A window will open;

• Make the required modifications
  • Name
  • Email
  • Role: Change the user's role
  • Team: Add or delete the user from a team

Export your user list

To facilitate maintenance and management of your users, export the list.

From the user page, top right, click on the download icon. The download is launched, and you will be notified by e-mail when the Excel file is ready.

Transfer permission rights

DiliTrust manages user's absence (departure, sick leave, days off, etc.) by allowing its user's to transfer their permission rights to another user.

To learn more about permission right transfers, see the dedicated article.