The more the merrier, right? Precisely's user management function (only accessible by Admins) allows you to invite your team members, build multiple teams (e.g. departments in your company) and adjust user roles. Begin by building your teams, then invite the users to your organization and assign them to their respective roles and teams. 

Build your teams

What we call teams is basically a department or set of team members in your organization. When you want to give that department or set of team members access to a template or a document, you share it with their team. 

Start by clicking your organization’s name in the top right menu and clicking Users in the drop down. Then click Manage on the top right hand side and select New Team. Next, name each team, e.g. "Sales Stockholm", "Legal Nordics" or just "Management". 

Each user in the team will have access to all templates and documents shared with that team, which is very useful if you want to limit certain templates or documents to a group of users. 

Add users

After the teams are created, continue by clicking Manage and then select Invite User. Enter each user's email address and select their role.

The users then receive an email invitation to join your organization. Simple as that! 

Did this answer your question?