Setting Up New Users

TABLE OF CONTENTS

• Overview
• Step-By-Step

Overview

When you are attempting to set up a new user to be able to use the CadActive application, there are a few steps that need to be completed:

1. An administrator must invite the user to the organization within CadActive (this process will be explained in this article)
2. The user must go through the process of setting up their account (more information here)
3. Finally, the Creo application must be installed (more information here or here)

Step-By-Step

1. An administrator should open and log in to the CadActive web application at app.cadactive.com
2. Once logged in, click Manage Organization in the bottom-left corner
   
   

   
   

   1. The menu that pops up allows admins to manage permissions, turn on/off user access to modules, and disable users that no longer require access to the CadActive application (more information here)
3. Now select Invite Users
   
   
   
4. Add the email addresses for any new users that you wish to invite to the organization
   
   
   
5. Select the desired roles and modules for each user
   1. Admin - Can create any data and manage user permissions in the web app and has full access to the Creo application
   2. Collaborator - Can create any data in the web app and has full access to the Creo application
   3. User - Can consume any data in the web app and has full access to the Creo application
6. Select Send Invites
7. The pending invites will appear at the top of the user list and with a role of "Sent" until they are accepted by the user. There is also an option to Resend or Delete the invitation
   
   
   
8. After the invite is sent, the user simply needs to accept the invite and set up their account (more information here)

If you need additional support in adding new users to your organization, please email support@cadactive.com