Managing User(s)

Within Incontrol, managing users is straightforward. However, you will need the appropriate rights. You can read more about the different rights in the related article. This article explains how to add, edit, or delete a user.

Adding User(s)

To add a user within your organization, you need available slots. Depending on your license, you may need to upgrade your license to add an extra user.

1. Log into the web environment of Incontrol.
2. Navigate to 'Organization.'
3. Navigate to 'Users.'
   1. If you have no available slots, you will see the following message: 
   2. If you are nearing the limit of available slots, you will see this message:
      
      
   3. If there are enough available slots, you will see this message:
      
      
   4. You can directly upgrade the license using the 'Change subscription' button.
4. If there are sufficient slots, use the + button at the bottom right to add a new user
   
5. You will be directed to the screen to add a new user.
6. All fields marked with a * are required.
7. Enter the correct details for the new user.
8. Under 'Additional Information,' you can add extra data to be used in forms.
   1. Click the + button to add extra 'Extra Information.'
   2. Here you can specify a 'Name' and 'Value.'
      
   3. The 'Name' refers to an alias that you can call with @user.[given name] in a form, where [given name] is the name you provided.
   4. The 'Value' is the data that will be automatically imported into a new form.
   5. Click 'Add' when you are finished.
9. Under 'Member of Security Group,' specify the security group to which the user belongs.
   1. Read more here if you want to learn about security groups.
10. If you have a Premium license or higher, or if you are using cases, you can also set 'Teams.' Indicate under 'Member of Team' which teams the user belongs to.
    1. Read more here if you want to learn about teams.
11. Under 'Settings,' you can assign permissions to the user. Read more about the different permissions here.
12. When you are done, click the floppy disk icon at the top right to save.
    
    You can also use a keyboard shortcut to save:
    1. Windows: CTRL + S
    2. Mac: CMND + S
13. The user is now saved.

Note: The user logs in once with the temporary password provided. The user must change this password immediately.

Editing User(s)

Editing or deleting users is easy to manage from the same overview.

1. Go to the overview of users within the organization.
2. Open the user you want to edit or delete.
   1. Make the desired changes and click save.
   2. Click the trash can if you want to delete the user.
       
      1. A pop-up will appear, allowing you to choose what to do with the drafts and documents of this user.
         
      2. Confirm with your password to finalize the deletion.