TLDR: The Thirdfort platform allows adding users individually or via bulk upload. To add users individually, navigate to Settings User management, then the Organisation page. From the Organisation dashboard or Organisation users tab, select "Invite new users," enter up to five email addresses, assign teams and roles if applicable, and send invitations. This guide applies to clients using the new CDD platform.
Adding Users
There are two ways to add new users to the Thirdfort platform: via bulk upload or individually.
Adding users individually
To add users individually, use the left-hand navigation panel, select “Settings” and then “User management”.
Navigate to the Organisation page, which will have the name of your organisation at the top of the page. From the “Organisation dashboard” tab, select “Invite new users” from the “Quick actions” menu or from the “Organisation users” tab, click the “Invite new users” button.
Enter the email address of each user you wish to add. You can add up to fiver users using this method. If you have already created teams within your organisation, you will be able to assign users to a team and specify their role within that team. Once you have entered the email and relevant team details, click the “Invite new users” button. An email will be sent to the email address you entered with an invitation to join the Thirdfort platform.
Once you have entered the email and relevant team details, click the “Invite new users” button. An email will be sent to the email address you entered with an invitation to join the Thirdfort platform.
Please note: If the new users you are adding require access to checks created in the previous platform, please contact Thirdfort Support.
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller.