After creating a company, you can add users for the company. User can be added to projects as attendees.

»To create a user or edit an existing user

1. Select the company for the user. To add a new user, click on the toolbar or click the company name and select Insert > New User. To edit an existing user find the user in the list of users in the lower right panel of the window and double click. Iasta SmartSource opens the User Properties page.

User Properties Window

2. Enter information about the user in the following fields:

• First Name: Enter the first name of the user.
• Last Name: Enter the last name of the new user. User's first and last names appear at the top of the  Iasta SmartSourcePortal site when they log on. They may also be used in standard email templates for various project notification E-mails.

• User Type: The types of users that appear in the dropdown box depend upon the company type (sponsor or bidder) and the user type of the currently logged on user. For example Project Administrators can create Spectators but they cannot create Subdomain Administrators or other Project Administrators. See Permissions and Roles for more information.

• Subdomain Administrator (sponsor company only): Receives full access to all data in the subdomain, create other subdomains, create Project Administrator accounts, and full auction capabilities. Subdomain administrators can view and edit all of the projects in his or her subdomain(s) regardless of whether they have been invited by the project's owner.
• Project Administrator (sponsor company only):Create and administer projects, create user and bidder accounts, and attend other projects as a spectator, evaluator, or bidder. 
• Spectator (sponsor) (sponsor company only) View projects in read-only mode from the point of view of the project sponsor. This user type allows sponsor peers to watch Live Events without being able to edit or create projects. If desired, the creator of a survey can assign a spectator as an evaluator of the survey.
• Bidder (bidder company only): In projects where they are an attendee bidders can submit bids, view and respond to surveys, view forums, and pose forum questions

• Opens the Permission Override page where you can adjust the permissions currently granted to a user type or export a record of the user's permissions to Excel. See Permissions and Roles for more information. Only users who have been granted access to "override user permissions" can make adjustments to permissions for users. Permission Overrides are only available for sponsor company roles. Permissions for Bidder company users or roles cannot be adjusted.
• Inactive: Inactive users cannot log on to Iasta SmartSource or access Iasta SmartSource projects in any way. Place a check mark in the box if you want to make this user inactive.
• E-mail: Enter a valid email address for the user. Many important project-related notifications may be sent via email so you should make sure E-mail information is accurate. You can add multiple E-mail addresses for a user by placing a semicolon (without any spaces) between the two E-mail addresses. For example: example@hotmail.com;example@yahoo.com. For more information about E-mails, see E-mail Management or Project Attendees.
• UserName: The log on name for the user. Normally user names are automatically generated by Iasta SmartSource. If you want to enter a specific log on name for the user, you must remove the check mark from the Locked check box on this page and then type in the user name.
• Password: Password displayed in encrypted format. Passwords are emailed directly to users.
• Locked: If you want to enter a specific username, rather than allowing Iasta SmartSource to generate it, remove the check mark and enter the log-on name you want in the UserName field.
• Generate User Name and Password: Click this button for Iasta SmartSource to assign a user name and password to the user. The assigned user name and password will be sent to the user in an email. so they can log on. (This button is only available for new users).
• Reset Password: Click this button for Iasta SmartSource to create a temporary password for a user.
• Last Login: The date and time when the user last logged onto the site.
• Company Name: The name of the user's company. This information is filled in for you.
• Phone: Enter a phone number for the user.
• Notes: Enter any comments or notes you may have on the user.
• Profile type: Attach a user profile that will enable the user to enter detailed information about the user in Iasta SmartSource. Choosing none from the list to clears a previously selected profile.
• Edit Profile: Enter information into the profile for this user.
• Force the user to edit the profile information on next login: Click this button to prompt users to enter information into their user profile the next time they login.
• Clear Profile: Removes the profile along with any information entered into it.

3. Click Next to open the User Classification page. If you are creating a user and you did not click the Generate Username and Password button on this page, you will be prompted to do so.

Classify the project by placing check marks in the check boxes next to the classifications that best categorize the user. User classifications are NOT applicable to inactive users. Classifications are created in Subdomain Options.

User Classification Window

4. Click Finish.