Add User Overview

As an administrator, you can add new users to your Upsign account.  When you add a new user to your Upsign account, the new user will receive an invitation from Upsign by email.  They must then create an account.  Here's an overview of the process:

  1. Administrator invites the user - From the users page of the settings area, the administrator adds one or more users.  In the process, the administrator assigns the user an access level and optionally assigns them to a user group.
  1. User is sent an email - The user receives an invite via email. Within the body of the email, they are directed to create an account.
  1. User is set to a Invited status - On the users page, the user will show up on the Invited tab until they have created their account.

    While on the Invited tab, the administrator can retract the invitation or resend the invitation.
  1. User creates their account - The user is taken to the sign up page where they can create their account using their email address and password. Or, create the account using their Google account.
  2. User access granted - After creating the account, the user is granted access to Upsign as a user on the account.
  3. User is active - Once the new user has created their account, the user is moved to the Active tab of the users page of the settings area.