People ManagementAdding an Active User
To add a person to your company, creating their user account, click the People page.button from the
The Add Person Window
Before adding each user, select the permission group that you want them to belong to. This will define the permissions they have when logged into Expertise Matrix. This setting applies to each user added to this dialog individually, and not to the whole group.
If you don't have permission to change a user's Permission Group, this will not be shown and instead the user(s) will be granted the lowest possible permission level.
Take care when selecting this value as assigning a user to the wrong group could allow them permission to view sensitive or personal data, or to modify your Expertise Matrix subscription.
Every active user account in Expertise Matrix needs to have a unique email address to identify them when they login.
Enter and email address and press enter or click thebutton to temporarily add them to the "New User List". Once you're happy with the list of users, click to save them and process their invites.
Speeding up the Process
If you want to speed up the process of adding users, you can copy a list of email addresses (one per line from, for example, a text file) and paste them into the "Email Address" box. Up to 250 users can be added at a time like this, but we recommend splitting it into smaller batches.
Once an Active User is added, Expertise Matrix will send them an email inviting them to login and setup a password on their account. If they are already a user on Expertise Matrix (under a different account, but using the same email address) then they will be automatically added.
To reduce the load on our servers, invitation emails are sent out in batches. Because of this there may be a small delay between being added and them receiving their invite.