I woke up yesterday morning knowing I had missed something when I designed the way people add users in Event Clipboard. This has always been challenging because of the way users are tied into the list of Contacts and related to the account holding company.
Here’s the long explanation, if you’re interested…cut to the chase by reading the ‘Bread and Butter’ section below.
There are two ways to add a user: From the Contact page itself…If you are viewing a contact, simply click the green key link on the right hand side that says ‘Make Chris a User’. Then you type in a username and password and you’re off. This process is pretty simple…I hope. The second method is from the Users page itself. By clicking the green plus link that says ‘Add User’.
The main difference between the two methods is that when you click the Add User link, Event Clipboard doesn’t know who you are looking for, so we gave you the contact name entry field. Simply type in the name, select the person, and you are on your way. The inefficiency really came when you were not only adding a new user, but the contact didn’t exist on your contact list. No problem also, simply select the Add Contact box and Event Clipboard will automatically add the contact into your account at the same time the user is created. What I realized yesterday morning was that the most common action will be adding users from your own company, and since users from your own company have access to portions of your account that other users do not, this became important. I needed to make that action easier, so here’s what I did.
The Bread and Butter
When you click on the link from the Users page, you get this view.
Let’s say I just hired Jeremy Irons because I love Die Hard 3 so much more than I should, and I need to make him a user
for Integrate’s account. so I type in his name and select the Add Contact box under the field.
When I select the Add Contact box, the same message appears saying ‘This is a new contact (separate first and last names)’. An additional check box appears that let’s me add this user to my company.
All I need to do now is add the username and password and type in an address in the right hand column. Now, when I click the Add User button, Jeremy is already a part of my company and he has access to the Contacts and Company Files pages and any events marked ‘All Company’.
That’s it. I hope this helps. It’s actually made adding users a little easier for me already, and I hope it does the same for you. If you have any questions at all, don’t hesitate to post a comment here, on the forum, or send an email to support@integratechange.com.
-Chris
