Create user (Admin)

Please note that only administrators and group administrators can create and manage users! After you have created groups in the first step, you can now create users. Click on the relevant group and select the “New user” function in the function bar on the right.

In the following dialog, enter at least the first name, last name and e-mail address of the new user.

Additionally you can here:

• Set whether the user is allowed to see other users in the data room.
• Add a short message text to the invitation
• Specify whether the invitation should be sent now or later.
• Have an invitation link created instead of an e-mail invitation, which you can send to the new user by other means.

After confirming the dialog, the new user automatically receives an e-mail to activate their netfiles account. This link is valid for 14 days unless the user account is deleted manually beforehand. As an administrator, you can set the validity period of the invitation link by clicking on the cogwheel > Users > Invitation validity period. The default setting is 14 days and you can choose between 1, 7, 14, 30 and 90 days.

By activating the “Send invitation email later” option, you can also invite users to the data room at a later date, e.g. once you have completely set up the data room and uploaded all documents. You then define the access rights to folders and files in the Documents area.

• Access rights
• Visibility of users among each other
• Create users and invite them later

Administrators can also import several user accounts simultaneously into the netfiles data room via a Excel list.