Add/Edit/Delete Users (Dashboard)
Administrator Help Topic
Add a User
Follow the steps below to add a new user:
**Reminder: let your users know they will need to register as a user at the Desktop via Settings >> Register as RFP Response Builder user.**
Please contact support@corspro.com to change your subscription licenses. License counts are not changed automatically through adding/deleting users in the Dashboard. Free-Trial customer do not need to take this step.
- Log into the Dashboard
- If you have forgotten your credentials, click "Forgot Password" under the login fields.
- In Admin (1 in graphic below) >> Users (2 in graphic below) go to the Actions menu (3 in graphic below) and choose Add User
- Admin can be found in the drop-down by your profile name in the top right of the display.
- Users can be found on the Left panel
- Actions Menu is below your profile name
- Complete the information in the pop-up window including First Name, Last Name, and Email.
- You need to also add his/her Builder Role (see Builder Roles)
- You do not have to add the Company Role (see more about Company Roles).
- If the user will have an administrative role (i.e., the ability to access the Admin functions in the Dashboard), check the Cloud Admin box
- Click the Save button
- Users will automatically be assigned a temporary password
- The Dashboard will automatically generate an email from support@corspro.com that includes the user’s login name and password as well as links to download the software.
- Remind the user that they will need to register their license after installing the software. Users will need to go to Add-Ins >> Settings >> Register as RFP Response Builder user.
**Reminder: let your users know they will need to register as a user at the Desktop via Settings >> Register as RFP Response Builder user.**
Please contact support@corspro.com to change your subscription licenses. License counts are not changed automatically through adding/deleting users in the Dashboard. Free-Trial customer do not need to take this step.
Delete a User
To permanently delete a user from having access to RFP Response Builder (desktop and Dashboard):
- In Admin (1 in graphic) >> Users (2 in graphic) check the box(es) next to the user(s) you wish to delete
- In the Actions (3 in graphic) menu, choose Delete User
Change User Email
- In Admin (1 in graphic) >> Users (2 in graphic) click on the row for the user info you want to change
- Edit the information as needed in the pop-up window
More Information:
- Intro to Dashboard
- Learn more about Builder Roles
- Learn more about Company Roles