Manage Users on the Account

You created an account in TrialDirector 360. Now, you want to add the rest of your team as users on the account.

With a TrialDirector 360 professional subscription, several users can work on the same account, allowing the team to work efficiently on work items. As the "owner" of the subscription, you can add, edit, and deactivate users from the Settings page in the User Maintenance tab.

Add a User

To add a user, follow the steps below:

  1. Navigate to the Settings page on the website.

  2. Open the User Maintenance tab.

    3. The table displaying user information appears.

  3. Click the Add button.

    4. The Add User dialog appears.

  4. Enter the user's information.

    5. You can enter the following information for the new user:

    • User Name - The name to identify the user's account
    • Email Address - The email address of the user where the email will be sent
    • Password
    • Confirm Password
    • Display Name - The name displayed after the user logs in
    • First Name
    • Last Name
    • Alternative Email
    • Phone Number
    • Cell Number
  5. Click Save.

    6. The user is added to the subscription.

    Now it is up to your team members you added to activate their accounts. View the Sign In with a New Account article for more information.

After you create an account for the new user, the user can log in and change his or her profile information.

Edit User Information

To change a user's information, select the user entry from the table and click the Edit button in the top left corner above the table.

The Edit User dialog appears. Change the information and click Save.

Activate

The team members you invite to the subscriptions must activate their own accounts. View the Sign In with a New Account article for more information.

Deactivate

At some point, you may want to deactivate a user on the subscription if the team member is a temporary employee or a trial consultant.

To deactivate a user from the subscription, select the user entry from the table and click the Deactivate button in the top left corner above the table.

The confirmation dialog appears. Click Approve. The user is then deactivated from the subscription and will no longer be able to access it.

Tip: It is possible to add more users to a subscription by upgrading the subscription. View the article for more information.