Adding a User

Add a User

The Administrator has the authority to add new users.  Follow the steps below to add a new user:

1. In Admin >> Users go to the Actions menu and choose Add User
2. Complete the information in the pop up window including the user’s company email address
3. If the user will have an administrative role, check the admin box.
4. Users will automatically be assigned a password
5. Click the Save button.
6. Generate Password Email to new user (see below)

**Reminder: let your users know they will need to register as a user at the Desktop via Architect >> Setup >> Register as SalesDoc Architect user.**

Please contact support@corspro.com to change your subscription licenses (license counts are not changed automatically through adding/deleting users in the Dashboard)

Email User Password

The Administrator can send an email with the user’s password and download links to install the SDA application suite if they are a new user.

1. In Admin >> Users check the box(es) next to the user(s) to whom you wish to send the email.
2. In the Actions menu, choose Email Password

Go back to Admin Guide for SDA Dashboard

Go to SDA Dashboard Admin Definitions