How do I add users to request and receive files in ComplyCrypt?

During this step, you will add the users who will be able to request and receive secure files.

Here's a quick video to help show you how to add users and edit permissions. Below the video you will find step-by-step instructions as well. 

Follow these step-by-step instructions to add users to ComplyCrypt.

On the ComplyAuto Dashboard you will . . .

Adding Users:

• Select “Manage Users”
  
• Select “Add User”
  
  
  
  • Determine User Capabilities (what you would like the User to be able to do?):
    • Only Request Documents: can’t view documents that customers send)
    • Only Receive Documents: can’t request documents, but can view documents sent by customers
    • Request and Receive Documents: can do both
  
  
  
  
• User Details: Add their name, email, and other necessary information
  
  

• Designate Recipients

  • If you would like someone else to have access to the documents, you can  designate another recipient to receive documents.

• • If you no longer want an employee to receive another’s documents, you can delete recipients.

• Ready to invite users to start using ComplyCrypt?

  • Individual Invite: Click the box to the left of the name of the person you want to send the welcome email to and click "Send Welcome Email"
  • Mass Send: Can add in all users by clicking the box at the very top and then select “Send Welcome Email” 
    

Send welcome email! 

The welcome email will also include a video that explains how to use ComplyCrypt.