Getting Started with Paligo

Managing Users

To manage users, you need to be an Administrator.

Note

Note that you can set who is the administrator yourselves, but only users with permissions to make global changes such as adding users which may affect licensing cost, should be appointed as administrators.

Add new users to your team
  1. First make sure you have enough user licenses to add another user to your team. You will then see an empty user placeholder with a plus sign. If you don't, see Purchasing or Upgrading to add more licenses.

    Note

    If you are still in trial, you will be able to add team mates without first adding licenses.

  2. Open the Settings menu at the top right corner, clicking your user name.

    The Settings View opens.

  3. To add a new user, click Add user.

    The New user dialog opens.

  4. Set the user name (which must be unique, using the email is the easiest way to do this), password, the real name/display name, and the email address.

    Note

    The recommended secure way of setting the password is to let the new users do it themselves, so you should check the box at the end to reset password, unless you have a specific reason to do otherwise.

    You can then leave the password field as it is, a temporary password is already filled in. The user will reset it when receiving the reset email.

  5. Select the user group the new user should belong to. Note that you should check if adding a particular user type will affect your total license cost. For example, a number of reviewers are included in most plans, and will then not affect cost up to the limit included in your plan.

  6. Select to reset password (recommended) or send the password to the user.

  7. Click Save.

    The user will get a link by email to the login page.