Adding Users and Sharing Database

If you are a database owner or have permissions to add users (or invite them via email) to your database, you can share your TeamDesk database with others.

To add and/or invite users:

1. Click the Setup link in the top right corner of the window.

2. Select the Database tab.

3. Click Sharing/Roles > Share with additional users in the setup menu. The system will open the following form:

   

   E-mail Addresses

   In this field, enter the email addresses of the users you want to add.

   Assigning the Role

   From the dropdown list, select a user role to be assigned to the specified users.

   External User

   This checkbox can be checked only if the External Users pack is included in your database.

4. Click Save if you simply want to add users to the system.

5. Click Save and Invite if you want to add users to the system and send them invitation emails with a link to register in the system.

6. Click Cancel to discard changes.

If a user with the specified email address does not exist in the system, they will be automatically created as a new user with that email address. During the invitation process, the user will complete the registration and fill in their first and last name, select a password, timezone, locale, and other settings.

TeamDesk users and TeamDesk databases are independent of each other. Users may have access to your database, create their own databases, or participate in someone else’s database at the same time. The My TeamDesk page puts it all in one place.