In this article we will go through the step by step process of setting up users. This can be done either manually or through an automated CSV import.

For help setting up guest users or sharing documents with users outside your organization, please use this guide.

In order to create new users manually, you will need to have the box checked for User Management within User Permissions. This box can be found under Account Management:

In order to create new users via the CSV Import utility, you will also need to have access to the system settings permission:

Before creating a new user in Revver, inform that user that they will be receiving a New User Email from Revver and to be on the lookout for that. That email will give them a link to setup their password and get logged in.

Creating a single user is done from your 'Users' panel. Start by clicking on the menu expansion button at the top left of the Revver screen.

From there, click on the 'All Features' option in the navigation menu and select 'Users'.

This will take you to your 'Users' panel, showing all currently existing users on your Revver account.

Create a new user by clicking on the 'Add User' button on the top right hand side of the screen:

Once 'Add User' is clicked, you will be taken to a new page where you can begin filling out the relevant user information. At the top, you should see two fields:

For the 'Login' field, enter the email address the user will use to log in to Revver. The 'Display Name' field is how the user will be displayed in the user list and other areas of Revver.

Below the 'User Information' section you can find the 'Profile Information' section, where you can optionally select a profile to attach to the user that can contain other information relevant to the user.

Just further below that, the 'Security Policy' section will allow you to choose a security policy to attach to this user.

From there you will create the user type. If you have Essential and Full licenses on your account, you can choose which license type they should have. If you just have full, you will select full:

The final section is the 'User Permissions' section, where you can determine exactly what kind of permission you want to provide to this new user:

Once you're satisfied with the information you have entered, finalize the user creation by clicking on 'Create' at the bottom of the screen.
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The CSV Import Tool will allow you to create multiple users at once from a CSV file. This CSV file should contain all emails in a single row with no breaks.

First you will need to open the navigation menu and select 'All Features'. Then in the 'All Features' pop out menu, select 'Utilities':

After opening the utilities panel select 'CSV Import':
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The First thing you will want to do to create users using the CSV import tool is select your csv file using the browse button:

Once your file is selected you will want to check the create users or groups box:

Leave 'User' selected and uncheck Use First Line as Header if you are not using a header in your CSV file.

Next, you will want to select the type of user license we will be assigning to the users in this list:
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You may have different options here depending on your licensing. To create the users without assigning them a license, select Unassigned. To create the users with guest licenses, select 'Guest License'. To create limited user license users, select 'Limited User License' To create standard users, select 'Standard License'.

After selecting the license type, we need to select the column that the import tool will look at. To do this click the User Email Column dropdown and select the correct column. It should display the first value of the columns or your headers if you are using them:

Once selected a few more options will appear. If you would like to assign the users to an existing group, check the 'Add Users To Group' option and type the name of the group until it populates and then select it.

If you would like to assign a profile to the imported users, select the profile from the drop down box:

From here you can assign columns in the csv file to fill out profile information for the corresponding row.

Once you have selected all the options you wish to use on the user import. Hit the 'Import' button towards the bottom of the menu. You should receive a message like this:

Once you receive this message. You have completed your CSV user import!

If you have further questions, we offer interactive trainings here: revverdocs.com/open-office-hours

To get in contact with our technical services team for assistance select the chat bubble in the lower right corner. Initially you will connect with our AI bot Fin. If Fin is unable to answer your question please select the talk to a person button below his answer to speak with a member of our technical services department. Fin can also transfer you to a live representative at any time, just ask Fin to "transfer me to a live technician".