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.

• Related Articles

• Global Contact List (Directory) | Tablet

  Purpose The Directy (Global Contact List\) enables users to effortlessly find and retrieve contact information required for project-related communications and collaboration. Consideration Global Contact List is only available to internal users Only ...

• Create a New Company | Tablet

  With Commnia you can create your own company CRM by adding your contacts into Commnia. If you have a long list of contacts you wish to add, email your list to support@commnia.com, and we'll upload the list for you. When you add a new contact to ...

• Export Project Contact List and Groups to Excel or PDF | Tablet

  Keeping an up-to-date record of all project users is essential for effective communication and coordination. Commnia makes it easy to export your Project Contact List, allowing you to download all user details in an Excel file for quick reference or ...

• Users and Groups (Distribution Lists) | Tablet

  User Groups in Commnia are designed to speed up Commnia’s core functions and communicate with a collection of contacts all at once if need be. 4 Default Groups get created by default when a new project is created: Project Contact List: Anyone that ...

• Add Contacts to Project Groups | Tablet

  Groups in Commnia are designed to speed up Commnia’s core functions. Please note Project Contact List is considered as a group in Commnia. Access Groups in Commnia The Project Users function allows you to view and add your project contacts to user ...