Please read the How to - User Management article for background and instructions on how to access User Management within Gatekeeper.
When you select Add>User, you are presented with the ‘New User’ page, which consists of five sections:
1. Personal Data
Enter the Personal data of the User.
*Denotes mandatory. Free form text is limited to 255 characters. For users who use Gravatar, their gravatar photo will automatically be linked to Gatekeeper
2. Role & Permissions
Choose the appropriate ‘Role’ - See User Management Definitions for full details.
3. eSign Permissions
Choose the appropriate ‘eSign Permissions’ - See Configuring eSign for full details.
4. Additional Permissions
Choose the appropriate ‘Additional Permissions - See User Management Definitions for full details.
To send the User an invitation email which contains a link for them to login to Gatekeeper, click the check box.
We have pre-populated the email for you, but please feel free to delete this and write your own email.
You can also set a custom template to appear in place of this message. Please see this article for further details.