Wiredrive lets you create an unlimited number of users in your system and set unique permission levels to control who can access which files. You can assign colleagues to specific projects, empower sales reps to create and send presentations, and even let your clients log in and review only the work you want them to see. Creating and managing users is simple.
Creating New Users
Once you have logged into Wiredrive, you can go to Users > Users Directory. From here you will see the green '+ New' button to create new users.
- Click '+ New'
- Enter First & Last Name, Company(optional), email address, Password, Access Level.
- If you would like to assign a user to a project right away, simply check the box 'Then assign projects.'
- Click the 'Create User' button.
- An email with the username and a link to create a password will be sent to the email associated with the newly created account.
After selecting to assign projects to a new user, you will be redirected to the user page where you can select as many of the available projects as you would like this user to be on the team for.
As an Administrator or a Producer or projects with access to users. You can assign those with permissions below you to a project by clicking on the user in the user list and checking the box next to the project you want them to be a part of.
If you have producer access, you may not be able to see all users. There is a view all users setting in your user profile that an administrator level person should check.
Your new user should now be created! Please make note of the permissions that were given to this user to confirm appropriate access level.
Sometimes, you may attempt to add a user to the system that appears to not have an account, then get a message that says that the username is taken.
If you have administrator access, you may not have access to both sides of the system. For example, if you have administrator access for the Projects side of the system, but your user has a profile in Library only, you won't be able to access their profile. If that is a case, consult a user that is an administrator on both sides for assistance.