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How to bulk activate pending users How do I add a user to another Contract? How do I add a new user? How do I select what parts of the structure/org-chart a user can access in reports / tables? How do I add/bulk-upload multiple users at the same time? How do I edit a user's profile? How do I move an agent from one team to another? How do I de-activate/re-activate a user? How do I view a user's permissions?

How do I add a user to another Contract?

Written by Hassan B
  • Updated
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Go to USER MANAGEMENT > Add & Edit Users
From the Add & Edit Users page you will see a list of the users in the account you are currently logged in to.
 
Screenshot_2022-07-26_at_10.52.33.png
 
You will see the burger menu on the right hand side of the screen on each row of the table (indicated by the 3 lines). By clicking on that will display the following menu:
 
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NOTE - The "Add to contract" and "Remove from contract" options only appear if your EvaluAgent account has more than one Contract linked
 

Add to a Contract

If you you want to move the user/grant the user access to another contract you should click on the "Add to contract" option. This will display a screen similar to the screenshot below;
 
Screenshot_2022-07-26_at_10.57.11.png
 
From this popup it asks which contract within the linked organisation i'd like to move the user to - just select the available contracts from the dropdown.
 
There is also the option to remove the user from the current contract - all data will remain within this contract and will still be linked to the user. It just means the user won't appear in user admin.
 

Remove from Contract

If the user no longer requires access to the contract your logged in to, you can use the "Remove from contract" option.

Screenshot_2022-07-26_at_11.00.59.png

This option is only available if the user would still have access to one contract after the removal has been processed. If the user is no longer part of your business you should use make "In-Active" option in the user table instead of the remove from contract option.

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