Admin - Creating a User in WebProof

Follow
  • A new customer can be quickly created by following these six points:
  1. Customer folders are created under "Navigator/Settings/Users" and in "Navigator/Projects"

    Note: Creating new group folders in root folder is not available in FREE WebProof version. See more about FREE setup here.






  2. If no standard role exists, a customer role is created under "Navigator/Settings/Roles".

    Note: Creating roles is not available in FREE and BASIC WebProof versions. See more about FREE and BASIC setup here.



  3. Customer users are created in the relevant customer folder under "Navigator/Settings/Users".




  4. Customer users and internal users are attached to the folder where the project resides (Permissions).
    "Attach with Inheritance" is used to modify WebProof permissions.






  5. Notification rules for automatic forwarding of e-mail/SMS to the customer is set up in the relevant customer folder under "Navigator/Settings/Notifications".

    Note: Costumized Notification rules is not available in FREE and BASIC WebProof versions. See more about FREE and BASIC setup here.




  6. Notification rules for automatic forwarding of e-mail/SMS to the customer is set up in the relevant customer folder under "Navigator/Settings/Notifications".

Have more questions? Submit a request

Comments

Powered by Zendesk