SortSpoke - Turn your documents into data
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CREATE A USER

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Create or edit a User

How-to Guide

Need to help with creating or editing a User? 
Last updated: January 18, 2022
Step 1 - Login
Use your email address and password to login to SortSpoke.

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Step 2 - Go to Admin page
Navigate to the Admin page, which can be found in the top right-hand menu. If you do not see the Admin page option, please contact us.
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Step 3 - Go to Users page
Navigate to the Users page by clicking the Users option on the Admin page.
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Step 4 - Add a New User
Click on Add New User to create a new user for the account.
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Step 5 - Add User Details
Fill out the fields in the Add a New User. You can set the In training and Permissions settings at this time as well.
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Step 6 - Assign User to Projects
Click on the Projects tab and choose which project(s) to assign the user to and click the Add button. Initially, you will see that a user has 'No assigned projects'.
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Step 7 - Submit & Create User
After filling out the Add a New User form and assigning the user to Projects, click the Submit button. This will generate the account and send the welcome email to the users email address.
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Other Actions - View User Profile
To make changes to any existing User click the Edit User button.
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User Settings

You can make the following changes to a User:
Setting

User Information
Email
First Name
Last Name
In training
Status
Permissions
Default
Admin
API Tokens
Generate Tokens
Function

 
Cannot be edited after user creation. Contact support@sortspoke.com if you need help.
​Edit the User's First Name
​Edit the User's Last Name
Users in training will not affect predictions or train SortSpoke with their feedback.
Switch to set a user as Active (can access SortSpoke) or Inactive (cannot access SortSpoke).
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User can access documents to Sort and Extract them
Default permissions plus User can access the Admin page and make changes to projects and users.
 
​Learn more about working with creating and revoking API Tokens here.
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​Once you have completed making changes click the Submit button to finish.

If you need additional help, please reach out to us. 

support@sortspoke.com
We want to hear from you.
info@sortspoke.com 
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SortSpoke Headquarters

111 Peter St, Suite 780
Toronto, Ontario, Canada
M5V 2H1
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© 2022 Mocsy Inc. (o/a SortSpoke).
​​All Rights Reserved.
  • What is SortSpoke?
  • About Us ˅
    • Customers
    • Partners
    • Meet the Team
  • Resources ˅
    • SortSpoke Blog
    • FAQ
    • Security
    • Support
    • What's New
    • Pega Connector
    • UiPath Connector