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Configuration: How to invite new users?

 

 

 

Mochadocs - Contract Management - Gears V1

How to invite new users?

The proper addition of users to Mochadocs Contract management is very important for the effective and secure management of contracts. Maintaining confidentiality and integrity with regards to compliance within the contract management process requires proper user access controls., Define a difference between pro-active an reactive users (full users vs view users).

 

 

Step 1 - Settings

Go to personal settings by clicking on your login name. You now can enter "Users"

 

 

Go to personal settings by clicking on your login name

 

 

Step 2 - All users

You now will have a full view of all users in your workspace.

 

User Access Overview II

 

 

 

Step 3 - Invite users

Add the new users by clicking Invite users.

 

Invite Mochadocs users

 

 

 

Step 4 - Adding email addressen

Now you can start inviting the users just by adding their email address.

 

Invite users by adding their email address

 

 

 

Step 5 - Check pending invites

You now can check pending invites

 

 

Pending user invites

 

 

 

Step 6 - Recieve invite

The users will receive an invite

 

Recieving the Mochadocs CLM Invite

 

Step 7 - Add information before accessing

 

They are requested to add the needed information before accessing the Mochadocs CLM application.

 

Fill in the requested information

 

 

Step 8 - Check new users

The new user has access to your workspace.

 

 

The new user is added to the workspace list

 

 

Step 9 - Resent or cancel invite

If needed, you can sent an additional invite or cancel the invite if new users didn't respond to the original invate.

 

 

Check invited users and resent invites

 

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Contract Management Case Studies

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