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Documentation
Evisort
Last Updated: 2023-06-23
Set Up Users

Set Up Users

Create users.
In Contract Management and Document Intelligence, you can:
  • Manage users from the Admin Console.
  • Manage users with a simple Excel template.
  • Edit and deactivate existing users.
You can use the
Import Users
 and
Export Users
 options to:
  • Identify users who need their data updated.
  • Perform periodic reviews of users.
  • Provide information to other systems and coworkers in the organization.
  • Remove users.
You can’t deactivate users with single sign-on in Contract Management and Document Intelligence.
  1. Click
    Admin
    .
  2. Click
    Users
    .
    1. On the
      Users
       tab, add and remove users and set up access control features. See Manage Roles and Manage Departments
  3. Select
    New User
    .
  4. From the related actions menu of a user, select:
    • Edit user
    • Deactivate user
    • Reset password
    In Contract Management and Document Intelligence, you can assign a role to the user to grant permissions. See Manage Roles for more information.
  5. (Optional) To export a user list to Excel, click
    Export Users
    .
  6. (Optional) To make bulk user changes and additions, click
    Import Users
    .
    We recommend that you export and save a separate copy of your current users list before performing bulk import actions. This gives you a restore point to go back to should an error arise during your user list import.