How to Add Users to Your NoteVault Account

  1. As an account administrator, click on ‘ACCOUNT SETTINGS’ on the upper right of the screen.
  2. Click on 'Account Users.'
  3. Click on 'Add User.'
  4. Fill out the new user's information.
  5. Click 'Save.'
  6. After a short wait, you will be prompted to choose which projects you would like to give the user access to. Please pick at least one project. If you do not do this, the new user will not be able to post notes anywhere. 
  7. Please note that the new user must click on the link sent to their email address before they will be allowed to log into NoteVault. 

You can also Add Users Directly to a Project:

  1. Select the project you wish to add the user to from the project drop-down menu.
  2. To the right of the daily report, click on the 'PROJECT USERS' button (displayed as an icon of people). You must be at least a project admin or an account admin to access 'PROJECT USERS.'
  3. Click on 'Add User.'
  4. Fill out the new user's information.
  5. Click 'Save.'
  6. Please note that the new user must click on the link sent to their email address before they will be allowed to log into NoteVault. 

Click on Project Users

Click on Add User

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