Adding users

How to add users to your Conformio account

Step 1 – Access the Users section.

To add more users or manage them, please access the Users section from the header menu.

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Accessing the Users section on Conformio.

Step 2 – Enter user details.

Once on the Users add form, you should fill in the user details: First Name, Last Name, Email Address, and add/choose the department to which the user belongs.

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Filling in user details on Conformio.

Step 3 – Manage user access.

To give a user access to specific projects, just check the appropriate projects. You can also choose which type of access the user has on different modules by choosing between Manager / User access.

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Managing user access on Conformio.

Step 4 – Save changes to send an activation email.

Make sure you click the Save button to wrap up the user form and send the user activation email.

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Click Save to apply changes and send an activation email to the user’s inbox.
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