Add users to your Workshare account

Adding users to your Workshare account is a simple process performed on the Workshare Admin Console, and you may add them individually or up to 100 at one time using a CSV file. Users are people in your network using one of your Workshare licenses and all users share the same domain name. Note: Any user who is part of your domain will be assigned to your company account even if they sign up for a personal account.

Adding a user “invites” that user to your Workshare account and they receive an email asking them to validate their email address and create a password. Only when the invited user validates their email address are they considered a licensed user on your account.
 

Note: When you're deploying Workshare 9 across your network, you should first add your users to your Workshare account. Users need to be registered with your Workshare account so that they can log in with their email address and password on their first use of Professional, Protect or Compare in order to validate their entitlement to Workshare products and receive their license. If you don't have access to the Admin Console, you can create accounts for your users by following the procedure in No access to Admin Console.

If you have access to the Workshare Admin Console:

To add multiple users:

1. Create a CSV file containing the user account information (up to 100 users). Ensure the file has the following mandatory headers: “email address” and “first name”. You may also include the following headers: “last name”, “job title” and “phone number”. 
2. Go to my.workshare.com and log in to your account.
3. Click your user name in the topbar.
4. Select Admin Console.
5. Select the User Management tab.
6. Click Add Bulk Users.

7. Click Choose File and browse to where you have saved your CSV file with all your user details.
8. Select the file and click Open.
9. In the Add Bulk Users window, click Import. The user details are added to your account and a registration email is sent to all the email address specified, inviting them to validate their email address.

To add a single user:

1. In the User Management tab of the Admin Console, select Add User.

2. In the E-mail field, enter an email address for the user – this must be from your registered email domain.
3. In the First Name field, enter a name for the user. Note: The default role for a user is that of User. If you want to create an administrator user with access rights to the Admin Console, select Account Admin from the Role dropdown list.
4. Complete the other fields and add a picture for the user if required. The user will be able to edit these personal settings when they have validated their email address. The user cannot change their registered email address.
5. Click Add User. A registration email is sent to the email address specified and the user is asked to validate their email address.

No access to Admin Console

If you do not have access to the Workshare Admin Console, you can add users to your account via the following link: http://workshare.force.com/knowledgebase/CustomerUploads

To add users:

1. Click http://workshare.force.com/knowledgebase/CustomerUploads. This will display the following page:

2. Create a CSV file containing the user account information (up to 100 users). Ensure the file has the following mandatory headers: “email address” and “first name”. You may also include the following headers: “last name”, “job title” and “phone number”. 
3. Click Choose File and browse to where you have saved your CSV file with all your user details.
4. Select the file and click Open.
5. Enter your Workshare login credentials in the Username and Password fields.
6. Click Import. The user details are added to your account and a registration email is sent to all the email address specified, inviting them to validate their email address.