Create a New Contact | User Account | Tablet

Purpose 

Follow the steps to create a new user account with Commnia, enabling the individual to access and utilise the platform for project collaboration and communication. 

Consideration

1. Only System Administrators can create new internal user accounts 
   

Steps 

1. Log in to your Commnia account.

2. Select Contacts from the Home Menu.

3. Select New Contact.

A pop up will appear:

Enter the email address and the system will show suggested companies based on the user's email address. Select a suggested company and click next.

If a company is not found, you can add a New Company

Once you have selected or created a new Company, the following pop up will appear:

1. Complete the required detail fields for the new user.
   
2. To assign the user to a project, select the project under the Assigned Projects tab.
   
3. Click Save to add this new contact.
   

  

 

The user will be emailed an invitation to Commnia with instruction on how to get started.

Please note that external users will always have BT User Access
When creating an internal user (user belonging to your own company) you can specify the level of access they have.

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