How to Add Users to a Document in IGX
Grant Operations Unit
12 steps
3 minutes
Agatesoftware
1
Log into the system and navigate to the document you wish to add the new user to.
2
In the left menu, scroll down to the "**Tools**" section.
3
Click "**Add/Edit People**".
4
On the "Document Add/Edit People" page you will see all the individuals currently assigned to the document.
5
To add a new individual, or to add an additional role to an existing person, click the "**+**" symbol.
6
Click "**Add User From Organization**".
7
In the "**Name**" field, enter the individuals name you would like to add to the document.
8
Click "Search"
9
The individual name should appear under the "DocPersonList_Title" section.
10
Select the **role** you would like to grant the individual on the document.
11
Enter the "**Active**" and "**Inactive**" date(s) you would the individual to be able to access/edit the document. Note: you may leave the "Inactive Date" blank if you don't wish to restrict their access in the future.
12
The individual's name and/or role should now be reflected in the list of people assigned to the document.
