Adding users

As an admin, you create accounts and invite others to join BasicOps. You can create accounts for users, who are generally employees of the company you work for and external users, who may be contractors or others who should be given limited exposure to BasicOps projects. External users have access to assigned tasks only and to My Feed notifications about those tasks.

This article includes:

• Adding users
• Adding external users

Adding User

1. In Admin, click the Users tab.
2. Click Add User. (Image 1)
3. Fill out the form. (Image 2)
4. Click Add to send the invite immediately or Add and Send Invitation Later. (Image 2)

When you create an account, you can choose to send an invitation to the user right away or wait until later. We send an email invite that contains a link to the BasicOps set-up page, where they can add a profile photo and set a password.

Note: Keep in mind that each active user must have a unique email address. You cannot use the same email address twice.

Timesaver Tip: If you have a lot of users to add, you can speed up the process: As you add each user’s information, don’t send them an email invitation. Wait until you’ve added all users, and then send a mass email invite by clicking Send invitation to... at the top of the list. It will email an invite to users (or external users) who haven’t been invited yet.  

Adding External User

1. In Admin, click the Externals tab.
2. Click Add External User. 
3. Fill out the form
4. Click Add to send the invite immediately or Add and Send Invitation Later. (Image 2)

External users will have a yellow outline around their avatar. You can see external users avatars in the chat bar, assigning dropdown, and in the external users' list.