Note: Only Security Administrators have permission to add users.

Web Users may have access to the web-enabled components of Sage Paperless Construction only. Web Users include employees, customers, subcontractors and others who need access to Sage Paperless Construction data and documents through web browsers and web applications.

The Web User menu displays when a Web Application license is added to the Sage Paperless Construction system.

Add New Web User:

1. From the ribbon toolbar, click Administration.
2. Click the Users dropdown.
3. Click Web Users.
4. Click Add User.
5. In the Email field, type the web user's email address.
   Notes:This will be the web user's login id and is a required field.
6. In the First Name field, type the web user's first name.
7. In the Last Name field, type the web user's last name.
8. Click Next.
9. In the Assign web applications... pane, select the web application(s) to which web user access should be given.
10. Click the Green Arrow Button to move the highlighted web application(s) to the Assigned column.
11. Click Next.
12. In the Assign this user to web groups pane, based on the web security group(s) listed, click to highlight the one(s) to which this web user should belong.
    Note: The security groups determine the document types that are available to the web user within the Sage Paperless Construction web apps.
13. Click the Green Arrow Button to move the app(s) to the Assigned column.
    Note: To quickly add additional web security groups, click New Web Group.
14. Click Next.
15. Click Finish.
16. Click Back to return to any of the previous Add Web User Wizard windows to make necessary revisions.
    Important: If changes are made, verify the changes in the Summary before clicking Finish.

Sending Web User Invites:

Web users must confirm their email addresses before they can use a Sage Paperless Construction web application. This confirmation is done by sending the web user an invitation email containing a confirmation link.

1. From the ribbon toolbar, click Administration.
2. Click the Users dropdown.
3. Click Web User.
   Note: The confirmation status of each web user is shown in the Confirmed column of the web user list.
4. Click Send Invites.
5. Click to select one of the following groups:
   Not Sent - Displays a list of web users to whom a web invite email has not been sent.
   Not Confirmed - Displays a list of web users who have not confirmed their email addresses.
   All - Displays all web users.
6. Check the email addresses where invitations should be sent.
7. Click Send Invites.
8. Click OK.
9. Click Done to close the Send Web User Invites dialog box.
10. Send the remaining email invitations out by clicking Yes.
    Do not send the remaining email invitations out by clicking No.
11. From the Web User Accounts window, highlight the new user.
12. Click Edit User.
    Important: If the web user is not yet fully synched, a dialog box will display indicating This user has not been synched with Cloud Services. Try editing again in a minute.
    If the dialog box displays, wait a short while before continuing with step 13. Click OK to close the dialog box.
13. In the Internal User field, use the dropdown to link the user to the Reviewer in Sage Paperless Construction. (eInvoices Module only)
14. Click Send Login Email.
    Note: E-mail invites are sent to the users from [email protected] .
15. Click OK.

Edit User - General Tab

1. Highlight the web user's name that displays in the list on the Web User Accounts window.
2. Click Edit User.
3. In the User Mappings section of the Web User Properties window, click the dropdown arrow of the Mapping Type field.
4. Select from one of the following:
   Vendor ID
   Customer ID
   Employee ID
   Important: The Employee ID choice will only display if a subscription to the HR module was purchased.
5. Click in the Mapping Value field.
6. Press F4.
   The Lookup Utility will display with relevant choices based on the select made in step 4.
7. Scroll through the list to locate the appropriate ID.
8. Click to highlight the entry.
9. Click OK.
   The ID systematically populates the Mapping Value field.
10. Click Add.
    The Mapping Value information displays in the Current Mappings text box.

Edit User - Web Applications

1. From the Web User Properties window, click to access the Web Applications tab.
2. If the Web Applications and Web Security Group settings match another web user, click Copy Settings From Web User.
   If the Web Applications and Web Security Group settings do not match another web user, skip to step 4.
3. In the Copy Web User from Web User dialog box, click to highlight the user to copy and then click OK.
4. In the Choose The Web Applications To Assign To This User pane, use the dropdown and click to highlight those applicable applications.
5. Click the Green Arrow to move the selections from Available to Assigned.
6. In the Choose The Web Security Groups To Assign To This User For These Applications pane, use the dropdown and click to highlight those applicable web security groups.
7. Click the Green Arrow to move the selections from Available to Assigned.
8. Click OK.

Sage Paperless Construction: How do I create a new user? How do I remove a user?

Sage Paperless Construction: Why is my new web user not receiving the invitation?