Navigate to Users

Select Add New, complete details, then save

New Users will receive automated email invitation to your company Proteus account. You can already complete their profile and fill in further details for the invited user or leave it for after they accepted the invitation and joined Proteus.

Select Invited

Here you will see all pending Users who have not yet accepted their invitation.

If a user has not accepted the invitation within the expected timeframe, click Re-invite, which will send another automated email invitation to the user.

Navigate to Users, Click on the 3 dots of the user you wish to change then select edit.

Configure any details if required and ensure the user has the correct user role and finance & assets permissions.

You can also deactivate users by selecting the 3 dots of the user on the index page then selecting deactivate. The Account will be deactivated instantly.

Users get a email notification that their account has been deactivated.

Select Deactivated to see all deactivated users

If you wish to reactivate a user click the 3 dots then select Activate.

No licences are required for Offline Users, as they will not have access to Proteus and cannot be used for most of the workflows on Proteus. Offline Users simply allows you to build a database of profiles to include as CVs to your documents and cannot be used to managing budgets and recording actual costs.

Navigate to Users, Click Add Offline User

Complete Details for the Offline User

To convert an offline user to online select the users 3 dots on the index page then select convert to user account

Note that you must have an unused License to be able to convert an offline user, to add additional Licenses notify a member of Proteus Customer Success via email or intercom.

Fill in the details then Convert & Invite, Users will receive automated email invitation to become a full user