Adding Users

User Management

New users can be added to R2S either by being invited, or by requesting access.

Inviting Users

Invitations can be generated by the R2S administrator or by users clicking on the Global Invite button (if activated, see Server Management section for further details).

Invite by R2S administrator

Navigate to the Administration section using the hamburger menu (1) and, in the User Management panel, select the Users (2). Here you will see a list of all current users, as well as their company, last activity, project group and role (3).

Click on the Invite Users button at the top of the page (4).

Add the user emails for those you want to invite (5). Press enter or click ‘add’ after each email address and they will appear underneath (6). Multiple emails can also be added simultaneously if separated by a semicolon.

Please note: if allowed domains are set up on the server, only email addresses containing those allowed domains will be accepted. You can see a list of the allowed domains by hovering over the 'Allowed email address domains' link (7). The allowed domains can be edited in the Security section in Server Management.

After the emails have been added a Project Group and User Role (8) must be selected. You can also fill in any additional details you’d like to send to the new user. Once complete, click Send and an automated email will be sent to the user(s) asking them to follow a simple registration process.

Invite using the Global Invite Button

If this feature is active, an Invite button (9) will be highlighted in blue in the R2S application. Existing users can invite their colleagues following the same process as above. When using the global invite button, an autogenerated email will be sent to the R2S administrator requesting approval for the invite unless the invitee is part of a whitelisted domain.

Managing Invites

Administrators can see a list of all current user invites on the Invites page (11). Here, Administrators can send invites (12) cancel requests (13) or resend invites (14). The list will also display when the invite expires, as well as the current status (pending or expired).

User Requests

Users can request access to R2S by completing a request form, accessible from the “Request Access Here” link on the login page (16).

Once a request has been submitted, the administrator will receive and autogenerated email requesting approval. A link in the email opens the Requests section in R2S. Administrators can also access this page directly in the R2S application (17).

Administrators can choose to Reject (18) or Approve (19) the user’s request. Approving the request will send the user an email notifying them that the request has been approved and inviting them to complete their registration. Once an Administrator has approved a request it will move into a pending stage where the request will appear in the User Invites page until the user has logged in.

An Administrator can choose to reject the request. If rejected, Administrators are asked to provide a reason for rejection that will be sent to the user.

Whitelisted Domains

If the whitelisted domains feature is active, the R2S administrator will not receive the email requesting approval for the selected domains. The invited user will automatically receive an email inviting them to complete their registration. The new account will appear as pending in the User Invites page until the registration is completed.

Note: If you are having trouble using any tool or feature in R2S please contact our support team here.