Create Company and User’s Account

In activeCollab you can have an unlimited number of people using your project management environment to collaborate and work together.

To better organize these users though you can place them into Companies. A Company can be a firm you are working with or just a group of users with something in common. For example, you can create a group of freelancers or designers that you are working with, or you can group different departments within your own company that are in charge of different projects.

To create a new company, simply click the New Company button and complete the form that follows. Only the company name is required to create a new company, but optionally you can add more details such as its address, phone and fax numbers, as well as its homepage (this may also come in handy later as an easily accessible address book).

After creating a company you can use the Options menu to:

• Change details - edit all your entries;
• Change Logo - import the company logo instead of the default one;
• Archive Company - if you are no longer working with a company you can archive it. Company details will still be available under the Archive tab and if users from that company login later they will not be aware that their company has been archived;
• Delete the company - if you don’t wish to have them in your system anymore;
• See Invoices that have been issued to that company.

Once a Company is created and set-up properly, you can easily add users to it by clicking the New User button. Just enter their email address and choose the System Role you wish them to have in activeCollab and their account will be created. Optionally you can also:

• Set user details - first name, last name and title. If you fill in these details activeCollab will refer to that user by their first name, and mark any of their actions with their first name and capital letter of their last name (so Jane Johnson would be Jane J.). If these details aren't entered, only the email address of the user will be displayed.
• Specify the account password - you can set a password for the user or the system will generate one.
• Send personalized welcome message - if this is not checked, the system will send an automatically-generated welcome message to the new user. However checking the box allows you to customize the message with your own text.
• Set the user to be automatically added to a new projects - this feature allows you to add the user to all of your new projects as they are created. You can also set their project permissions on the spot.

Once you've completed and submitted the information on this page, the new user will be automatically emailed a link to your activeCollab homepage and the email address and password they can login with (after logging in for the first time, the user is able to change their password). Upon first accessing the system they will also see the activeCollab Welcome Message, instead of the regular Dashboard, which gives them some basic instructions on getting started.