OfficeDrop’s new pricing plans let you add multiple users to your OfficeDrop account! This will make it even easier for you to share scans and information with your coworkers, partners, business associates, clients and others!
Adding an additional user to your OfficeDrop account is easy
The administrator (as in the person who originally signed up for the account) on the multi-user account can create individual accounts for clients, employees, associates, etc. A username and password will be generated and emailed to the new user but first, the administrator must set specific permissions for the new account holder. To add a user to a multi-user account:
1. Click the Account tab within the OfficeDrop account.
2. Select ‘Manage Users’ from the menu on the left.
3. Select ‘Add new user’.
4. The New User form will prompt. Enter the new user’s name, the desired username, and the user’s e-mail address. You will also see the option to send a certain number of scanvelopes to this user. Learn more about that in Send scanvelopes to multi-users section.
5. In the ‘Assign Permissions to Users’ box, you will see a current list of all existing folders within the administrator’s OfficeDrop account. Select the correct “Role/Permission” setting desired for each individual folder. You will see that the default is set to ‘Inherit from Group(s)’. You can learn about Groups here.
6. If desired, you have the ability to “Create a new folder” for the new user. This is helpful if you would like a specific folder to correspond only to the particular user.
7. Add a note, which will display in the email sent to the new user, along with the log-in information for the new OfficeDrop account.
8. Select ‘Add this user and send email’. An e-mail will be generated to the user containing the username and password for the new account. The new account will be active as soon as the e-mail recipient as logged in via the attached link using the temporary password.
