Adding Users
Go to My Team choose the Add People to Your Team option.
Adding Users to Your PDCA Software Team
User Management Overview
Adding new team members to PDCA Software is simple and secure. This guide explains how to create user accounts and set appropriate permissions.
Adding a New User
Required Information
To add a user, you’ll need to provide:
- First Name and Last Name (required)
- Email Address (required) - This will be their login identifier
- Username (optional) - The system can generate one automatically from your email
- Contact Information - Telephone and mobile numbers (optional)
Communication Preferences
- Receives Product Related Emails - Toggle whether the user receives product updates
- Send Signup Invite - When set to “Yes,” an invitation email is automatically sent
Security Settings
- Role - Determines what actions the user can perform in the system
- Use the “Help Me Pick A Role” button for guidance on choosing appropriate permissions
Regional Settings
- Language - Default user language
- Country - User’s location for regional formatting
- Timezone - Sets display times for due dates and activities
Account Status
The system tracks:
- Current Status - Shows “Pending Signup” until user completes registration
- Invitation Sent On - Records when the signup email was delivered
Completing the Process
- Verify all required fields (marked with asterisks)
- Click “Save” to create the account
- User will receive an email invitation with registration instructions
- The account remains “Pending” until they complete setup
Best Practices
- Create accounts with appropriate permission levels (avoid unnecessary admin access)
- Verify email addresses before sending invitations
- Review pending accounts regularly to ensure invitations are accepted