Kradle Software
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ADDING USERS

Overview

This guide will assist you in adding Users to your Kradle account.

Information Icon   An email address can only be associated with one Kradle account.

For example, if a User has created their own Kradle account, they will not be able to be added as a User within another person’s Kradle account.

Add a User

  1. Select Admin | User List from the menu to open the User List blade.
  2. Click the Add New User icon and enter the User details on the General tab.
  3. On the Permissions tab, manage User access to Primary (and Secondary) menu items:
    • Admin
    • Database
    • Jobs
    • Job Management
  4. On the User Groups tab, select User Groups appropriate to the User.
  5. Click the Save icon. New User details will be displayed on the User List blade. An email containing a Username, temporary password and a login link will be sent to the new User.

info    A User must have Administrator Permissions to access the Admin menu

info To create, edit, or delete User Groups refer to the User Groups help desk article.

Adding Multiple Users

  • To add multiple Users, a spreadsheet must be prepared and saved as XLS or XLSX format. User details must be entered in the spreadsheet (beginning on the first row) in the following order:
    • Column A – Title
    • Column B – First Name
    • Column C – Last Name
    • Column D – Email Address
    • Column E – Mobile/Cell Phone Number (+country code, area code, number)
    • Column F – Employee ID
    • Column G – Position
    • Column H – Department

info First Name, Last Name, Email and Phone Number are mandatory fields. A maximum of 100 users can be imported at a time.

  1. Select Admin | User List from the menu to open the User List blade.
  2. Click the Import User icon
  3. Click the Open icon and navigate to the location of the previously saved XLSX/XLS document.
  4. Select the document name and click Open. The contents of the document will be displayed in the table on the Users Import blade.
  5. Click the Import icon User details who have been successfully added will be displayed on the User List blade.  An email containing a Username, temporary password and a login link will be sent to each User. Errors that may have occurred during the import process will be displayed on the Users Import blade.
  6. If necessary, correct errors or add missing content directly in the table and click the Import icon. User details who have been successfully added will be displayed on the User List blade. Alternatively, open the XLS/XLSX document and correct errors or add missing content then resave. Repeat the import process again from step #3.
  7. On the User List blade, click the name of the new User.
  8. On the Permissions tab, manage User access to Primary (and Secondary) menu items:
    • Admin
    • Database
    • Jobs
    • Job Management
  9. On the User Groups tab, select User Groups appropriate for the User.
  10. Click the Save icon.
You are here:

ADDING USERS

Overview

This guide will assist you in adding Users to your Kradle account.

Information Icon   An email address can only be associated with one Kradle account.

For example, if a User has created their own Kradle account, they will not be able to be added as a User within another person’s Kradle account.

Add a User

  1. Select Admin | User List from the menu to open the User List blade.
  2. Click the Add New User icon and enter the User details on the General tab.
  3. On the Permissions tab, manage User access to Primary (and Secondary) menu items:
    • Admin
    • Database
    • Jobs
    • Job Management
  4. On the User Groups tab, select User Groups appropriate to the User.
  5. Click the Save icon. New User details will be displayed on the User List blade. An email containing a Username, temporary password and a login link will be sent to the new User.

info    A User must have Administrator Permissions to access the Admin menu

info To create, edit, or delete User Groups refer to the User Groups help desk article.

Adding Multiple Users

  • To add multiple Users, a spreadsheet must be prepared and saved as XLS or XLSX format. User details must be entered in the spreadsheet (beginning on the first row) in the following order:
    • Column A – Title
    • Column B – First Name
    • Column C – Last Name
    • Column D – Email Address
    • Column E – Mobile/Cell Phone Number (+country code, area code, number)
    • Column F – Employee ID
    • Column G – Position
    • Column H – Department

info First Name, Last Name, Email and Phone Number are mandatory fields. A maximum of 100 users can be imported at a time.

  1. Select Admin | User List from the menu to open the User List blade.
  2. Click the Import User icon
  3. Click the Open icon and navigate to the location of the previously saved XLSX/XLS document.
  4. Select the document name and click Open. The contents of the document will be displayed in the table on the Users Import blade.
  5. Click the Import icon User details who have been successfully added will be displayed on the User List blade.  An email containing a Username, temporary password and a login link will be sent to each User. Errors that may have occurred during the import process will be displayed on the Users Import blade.
  6. If necessary, correct errors or add missing content directly in the table and click the Import icon. User details who have been successfully added will be displayed on the User List blade. Alternatively, open the XLS/XLSX document and correct errors or add missing content then resave. Repeat the import process again from step #3.
  7. On the User List blade, click the name of the new User.
  8. On the Permissions tab, manage User access to Primary (and Secondary) menu items:
    • Admin
    • Database
    • Jobs
    • Job Management
  9. On the User Groups tab, select User Groups appropriate for the User.
  10. Click the Save icon.