Add users on a 2-way list

The content of this article

• Create trades

• Invite Administrators

• Invite Contractors

Create trades

Purpose

Create trades for your 2-way lists.

Background

In order to send out registrations, you need to create trades. You can create all the trades you need.

How to

1. Open your capture list
2. Click on “Trades”
3. Click on “Add”
4. Fill in Trade and Contractor
5. Choose the users, that needs access (You can always choose this later)
6. Click “OK”

Invite Administrators

Purpose

Invite Administrators to your 2-way list.

Background

You can assign different rights to Administrators:

Administrator - Can edit everything as well as add users.
Observer - Can see all registrations, but can not create, edit or delete.
Registration coordinator - Can create, edit and delete registrations.

How to

1. Open your Capture List
2. Go to the "Users" menu
3. Select the "Add" function under "Administrators"
4. Select rights
5. Enter the name and e-mail address of users and select the language
6. Click "OK"
   
   1. If the user is created you can select him/her in an overview and then click "OK"
   2. If the user is not created, you can send an invitation

Invite Contractors

Purpose

Invite contractors to your 2-way list.

Background

You can assign different rights to the Contractors:

Trade owner - Can add users to the contract they are associated with, can also handle registrations sent to the trade.
Trade owner (enhanced) - Can do the same as a contract owner, but can also create registrations.
Trade coordinator - Can handle registrations sent to the trade.
Trade coordinator (enhanced) - Can do the same as the Trade coordinator, but can also create registrations.
Trade observer - Can only see registrations sent to the contract, but can not handle them or add users.

How to

1. Open your Capture List
2. Go to the "Users" menu
3. Select the "Add" function under "Contractors"
4. Enter the name and e-mail address of users and select the language
5. Click "OK"
   
   1. If the user is created you can select him/her in an overview and then click "OK"
      1. Select the user role for the contracts in the drop down menus
   2. If the user is not created, you can send an invitation