Adding new users in C-One

In order for you to register new users in your C-One system, you need access to the admin-view in SAM.

New users can be registered to your C-One system in 3 different ways;

• Manually adding a user.
• Import a list of users.
• collect users with invitations.

C-Ones recommend adding new users once your groups, roles and access levels have been established in your system.

When you add new users, filling in the profiles as completely as possible will create more efficient communication.

NOTE! In order for a user to be allowed to change their own public data in the app, their role needs to be given permission, read more about roles HERE, or read how to change the rights of a role HERE.

Add new user manually

About:

Submitting users manually is preferable if you only have a few individuals to register. Manual registration also provides the highest level of security and gives you complete control over who enters the system.

If you have many users to register at once, using manual registration can be time consuming; using imported lists or invitations is then recommended.

How?

You can add a new user to C-One in the administration view. Click on the gear in the upper right corner, and then the admin tab.

• Click on the users tab.
• Then click the add button.
• Fill out the fields in the user wizard and finish by clicking submit, what you choose to fill in will determine how the user register themselves and what they can access in the system.

• Once you have filled in the required fields, click "send", the new user will then receive an email message with an activation code.
• To understand the fields in your user wizard, read the manuals for Roles and Access levels. 

Import a list of users. 

About:

Manual registration can be time consuming if you have many users to register at the same time. For faster registration, you can import a list of users directly into your system. This method is especially useful if you already have a complete list of employees. Importing lists provides a high level of security.

Note! The list must be of the format .csv. This is a common list format for excel, to find out more about the format; perform an internet search for .csv

How?

You can add a new user to C-One in the administration view. Click on the gear in the upper right corner, and then the admin tab.

• Click on the users tab.
• Because the system requires the list to be in a specific format, the first step is to format your list after .csv.

Our recommendation is to first export a user file from your C-One system. That will provide you with a template showing all the right columns and headings just the way your C-One system set up works. Then you arrange your list accordingly or simply use the file you exported. Then import your list with the new users. 

 Below you can see an example of a .csv. List in excel.

• To export a list click the export button and then save file.
• To import a list click the import button and then select your list file.

Collect users with invitations

About:

Registration by invitation is an effective way to bring many people into the system in a short period of time without having to register them manually. In some cases you may not have a complete list of employees; you as administrator then have the opportunity to create a code that new users use to register themselves.

The code allows you to connect all users using the same code to a particular group in your system, such as "Store managers".  You can quickly and easily create multiple codes for multiple groups and in the interval of just a few days, have the entire organization connected.

With invitation, you can also choose how long the user will be active, which is best suited if external companies or individuals work for you under a limited period of time.

Note! Since you cannot control who uses the code and registers an account, this feature should only be used for users at lower access levels.

In order for a user to register with the code, the C-One app needs to be downloaded. The app is available in Google Play (Android) and Appstore (iPhone). How the users do is described in get started.

How?

The invitation code is created under the menu tab invites in the admin-view. Click on the gear in the upper right corner, and then the admin tab.

• Click on the menu tab invites.

• Click Add.
• Create your own invitation code (it can e.g. be your org. name, but remember users will register it on a mobile screen).
• Specify for how long the code will be valid.
• Enter for how long the user will be active in your system.
• Select role and access level for those who register and activate themselves with the code.
• Fill out the other fields (this data will be the same in all user profiles).

Collect all users that activate themselves with the code in a group

To organize you can create a group where all users registering themselves with the invitation code are collected. At the bottom in the invite wizard you add the group.

1. Click Add Group
2. Search and select group
3. Click confirm
4. Click send

Disable an invite

To disable an invite, mark the invites of your choosing and click the button, disable in the upper right corner.

For increased control and security

When you allow users to register and activate themselves via the app, you can increase your control over the process. Read about control and security at the registration and activation via the app.

Download the get started guide

Here below you can download a pdf guide "C-One get started" and distribute to new users. It explains how to get started as a user in C-One.