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Adding new users

Updated over a week ago

You can easily create accounts for your co-workers under your Company account on the CargoX Platform. To track users and hold them responsible for their actions, we recommend that each user have their own account.

Help

A company on the Basic subscription plan can have up to 10 users. With an active Standard subscription, a company can add an unlimited number of users. Each time a new user is added, a licence is automatically generated, and a prorated fee is applied for the remainder of the current billing period. More information about subscriptions is available here.

Step by step guide to adding new users:


1. Add user

Click on the gear icon (βš™) | Platform users and click the green Add user button.

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Only a user with administrator permissions is able to add new users and manage them.


2. Fill out the user information

After filling out the user information mark the offered checkbox and click Next to continue.

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Some fields are optional and you can leave them blank. If you have users from many departments and/or branches using the same company account, you might want to set up departments – this will allow you to receive per department reports on spent units (π•Œ).


3. Select the permissions

Choose the permissions the user will have. You can click the select all button to grant all permissions. If you select Administrator access, all permissions will also be assigned automatically. Click here for a detailed explanation of permissions.

Once done, click the Add user button.

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The added user will automatically receive an email with instructions on how to finalize their account creation – set the password. Immediately afterward they can start using the platform.

Warning

Keep in mind that after the users add their blockchain key, a company administrator will still have to approve that blockchain key in order for the user to access all the features on the CargoX Platform.

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