How to add a new user?

This guide will walk you through the steps necessary to add both collaborators and administrators to your team.

Profile Types

Collaborator:
A collaborator has access to the basic functionalities needed to perform assigned tasks. They can view and interact with data according to their permissions.

Administrator:
Administrators have full access to the platform, including the ability to add or remove members, change permissions, and manage team settings.

Step-by-Step to Add Members

To add a new member to your team:

1. Access the control panel
   First, log in to Coletum and access your team's control panel.

2. Option Add a Member
   In the Team section, locate and click on the Add a Member

3. Filling in the data

   Provide the user's data, such as:

   • Name

   • Corporate email

   • Password (it can be changed after login - see the article "How to change the Coletum access password")

   • Profile - collaborator or administrator

Email | Note: we suggest that everyone use a corporate email, with the company's domain, instead of a personal email. This is because any need to recover the user's access will be done through the registered email.

Profile | Note: regarding access permissions for team members, it is possible to configure the access level of each one in each form. If it is necessary to evaluate and edit a member's permissions, check the article "Permission Management".

After entering and reviewing the data, click Register to save, and return to the Team section.

Back in the Team section, in the Actions button, you can:

• Change the profile: collaborator or administrator

• Edit permissions: review the permissions of all forms for each member. You can also review the permissions within each specific form, if that is more convenient.

• Delete user

Guidelines for the new member

After registration, the new member will receive an email (at the registered address) with access information, titled 'Welcome to Coletum!'. It is important that they review this email and, if they do not find it in the inbox, check the spam folder.

If assistance is needed at this stage, guide the member to contact our support.

Do you have any other questions?

If you have more questions or need further guidance:

1. Check out our other articles in the Help Center.

2. Contact our support team through the Support Channels.

We are here to help you make the most of Coletum!