How to add a new user including a Pro license?

Modified on Tue, 30 Aug 2022 at 09:28 AM

Go through a number of steps by first adding the user, then purchasing a license and finally setting the rights. We discuss them below.

Step 1: Add new user

  1. Go to the main menu and choose Add user. If you do not have this option in the menu, you do not have the right to invite colleagues. Then ask the admin user within your organization to go through the steps.
  2. A pop-up window will open.
  3. Enter the name and email address of the new user.
  4. Click Next.
  5. SpinOffice sends an invitation to the new user with instructions on how to log in to your shared database.

The new user can now log in but does not yet have a Pro license.

Step 2: Purchase a Pro license

  1. Go to the menu option License management or click here to go there directly.
  2. A login page of our website is opened within a web browser. This is the licensing dashboard.
  3. Log in with your SpinOffice credentials.
  4. An overview is shown of all users and associated license.
  5. The newly added user is listed. Click Buy on the right.
  6. Do you want to purchase or renew the license for other users? That is also possible here.
  7. The shopping cart and the total amount are listed at the top.
  8. Choose Next to continue.

  9. Select any additional services and/or click Next again.

  10. Your order is displayed.

  11. Click Buy to proceed with payment.

  12. Choose the desired payment method and make the payment.

  13. If successful, you will be taken back to the licensing dashboard. If it didn't work, try a payment method.

  14. The user now also has a Pro license for one year. This allows him/her to work unlimited in the database.

After payment you will automatically receive the invoice by email.

Step 3: Set the right and permissions

  1. Go to menu option Administration -> User Settings.
  2. In the top left, select the new user. Don't have this option? Then you do not have the Admin right to adjust other people's rights. Then ask the Admin user within your database to do this.
  3. Go to the Rights sub-tab on the left.
  4. Set the correct rights for the new user. You can compare the rights with those of other users by using the drop-down list for users at the top left of the screen.
  5. See Chapter 13. Rights & Permissions for all the information.

Within User Settings, you can also set all permissions for the new user such as the email settings, sender settings, inbox, calendar and kanban board sharing. The user also has access to these settings.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article