Adding New Company Users to Privv

Adding users is a fundamental step in granting access and permissions to individuals or teams. Here's a concise guide to get you started:

1. Access the People module:
   1. Log in to Privv using your login credentials.
   2. Click on the project you are working on.
   3. Navigate to the People module on the left sidebar.
2. Add a new User:
   1. You should see three dropdowns indicating your company, the project department, and Vendors. Choose the one that best fits the user you want to add to the project.
   2. Click on the Pencil on the banner to initiate the user creation process.
3. Select the User:
   • If the user has already been set up in the Clients, Vendors, or Our Team sections of your company setup, you should see an option to add them to the project. If not, you will need to add them to the appropriate section first.
4. Set permissions:
   1. Assign appropriate permissions or access levels based on the user's role.
   2. Specify which features or areas of the software they can access.
5. Notification and invitation: The software will send an email invitation to the new user by default. 
   • Note: You can remove this action by unchecking the box in the lower left corner.
6. Confirm and review:
   1. Double-check the user's information and permissions.
   2. Confirm the addition, and repeat the actions to add more users if necessary.
7. Test access: Encourage the new user to log in and verify that they can access the software as expected.
8. Manage User accounts: Keep user accounts up to date by modifying permissions or deactivating accounts when necessary.

Adding users to Privv is a straightforward process but requires careful consideration of permissions and security to protect sensitive data. Regularly review and update user access to maintain software security and efficiency.