Sage Paperless Construction: How to create a new user
Description
Cause
Resolution

Create a new user in Sage Paperless Construction

Follow these steps to create a new user in Sage Paperless Construction.

Add the user in Administration

  1. In Sage Paperless Construction, select Administration Users.
  2. Complete the required fields, and assign the appropriate security groups and APFlow permissions.
  3. Set the user up using their Active Directory account, or create a SQL user for them.
  4. Click OK.

For extra assistance, refer to Help in Sage Paperless Construction.

Create a web user if needed

If the user will work with ePortal, eForms, or eCapture, create the Web User next.

  1. Select Administration, Web Users.
  2. Complete the required fields, and assign the appropriate applications and security groups.
  3. Review the available tabs. They vary based on assigned applications and your company’s licenses.
  4. Click OK when complete.
  5. Click Send Invites to invite users who haven’t confirmed.
  6. Click OK.
Steps to duplicate
Related Solutions

Sage Paperless Construction: Make a User "inactive"

Sage Paperless Construction: How do I Create or Edit a Web User account? (ePortal, eCapture)

Sage Paperless Construction: APFlow Basic Setup Guide and User's Guide

Sage Paperless Construction: How can I create a new queue for a user?

Sage Paperless Construction: How do I handle a reviewer leaving the company when items are in the review process?

Sage Paperless Construction: Why is my new user queue not available in APFlow?