Add people and groups

 Add groups

  1. Select People from the navigation bar.
  2. Click on the Add button at the top-left of the page.
  3. Select Group from the drop-down list.add group
  4. Add the following details in the next window:
    • Enter a Group name.
    • Add people to the group.
      add group details
  5. Click Add.

Add people

  1. Select People from the navigation bar.
  2. Click on the Add button at the top-left of the page.
  3. Select Person from the drop-down list.add person
  4. Add the following details in the next window:
    • Enter the First name and Last name of the person.
    • Enter a valid Email address.
    • Define an Access role.
    • Add the person to a Group.
    • Assign the person to a Project.
    • Set a Password or let the user set it by himself when he logs in for the first time.
    • Choose a Language.
    • Select a Timezone.
    • Enter the Title of the user.
    • Upload a Profile picture or let the user pick one by himself.
    • Add a Custom welcome message (It allows you to customise the welcome email sent after adding a person)
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  5. Click Add.

Note: If you want to add multiple users at once, then check off the option Add another person in the add person window.

Import CSV

  1. Select People from the navigation bar.
  2. Click on the Add button at the top-left of the page.
  3. Select Import CSV from the drop-down list.
  4. A window will pop up from where you can browse the .csv file within your system.
  5. Click Import and all the users will be imported to ProofHub.

Note:

  • While importing people, you can assign them to multiple groups and projects at once. 
  • A sample CSV is provided to help you understand the order and headings of the columns that should be there in order to successfully import to ProofHub.
Need more help?

- Can't find the answer to your questions? Contact ProofHub Support
- Check our blog for the latest additions, updates and tips.