Fresh Projects

00:00: This article explains how to invite users to Fresh Memory and set their access.

00:06: Every person who uses Fresh Memory needs their own user account and licence.

00:12: You choose their role, decide how they sign in,

00:15: and set which projects and overheads they can reach,

00:18: all from one dashboard.

00:21: The Users page is also where you manage people once they are set up,

00:25: including resetting passwords and unlinking mailboxes.

00:30: To start, in the admin portal,

00:32: select "Users".

00:35: Then, select "New User" in the top right corner of your dashboard.

00:40: First, select the employee this user account belongs to from the drop down list.

00:47: The names will populate from your imported employee

00:52: list. Leaving this set to "Auto-create from name / email" creates a new employee

00:56: record from the details you enter next.

00:59: Next, select the "Role" this person should have.

01:04: "User" is right for most of your team.

01:08: "Company Administrator" is for the people who configure and manage Fresh Memory.

01:14: "IT Manager" suits an outsourced or third party IT provider.

01:19: It is worth having more than one administrator,

01:22: so cover does not depend on one person being available.

01:27: Next, select how this person will sign in.

01:31: "Send invite link via email" emails them a link to set up their own password.

01:37: "Set a password now" lets you create one for them and share it through a secure

01:41: channel of your choosing.

01:44: Then,

01:45: set how many days the invitation link stays valid for.

01:50: The default is seven days.

01:53: Before creating the user,

01:55: select "Permissions" to set what this person will be able to see.

02:00: Under "Permission Groups",

02:01: select the group or groups this person should belong to.

02:06: They inherit access from every group they join,

02:09: so this is usually all you need to do.

02:12: If someone needs a specific project or overhead outside of their groups,

02:16: you can select it directly under "Project Access" or "Overhead Access".

02:22: When you are happy with the details and permissions,

02:25: select "Create & email invite".

02:28: An invite email is sent to the address you entered, and the link is copied to your

02:32: clipboard as well,

02:34: so you can send it another way if you prefer.

02:37: Back on the Users page,

02:39: each person has a set of actions on their row.

02:43: The pencil icon lets you edit their name.

02:47: The next shield icon lets you change the role assigned for that user.

02:52: The chain icon unlinks their Outlook mailbox from Fresh Memory.

02:57: There is no self service password reset from the login screen,

03:01: so the key icon is where you reset a password on someone's behalf.

03:07: Alternatively,

03:08: you can send them a set-password link by email,

03:11: so they can set up their own password.

03:14: This article has now shown you the detailed process of managing user invitations and

03:19: permissions in Fresh Memory.