User Management is where you can configure settings related to users and contacts. You can also add new users, update user roles and permissions, deactivate users, and delete users.
The User Management page has three different sections:
To access the user management page, click the settings icon in the top-right corner, then open the "Users" tab. From there, you can manage user accounts.
Enabling Shared Contacts
By default, contacts created by a user in Taktikal are private to that user. This means that other users in the company cannot see those contacts, the contact groups they belong to, or possibly any signing requests sent to those contacts.
For some companies, it may be useful to share contacts across the company. This can be done by enabling shared contacts. The setting applies to all users and contacts within the company and cannot be undone.
When shared contacts are enabled, all existing contacts are combined into a single shared contact list. If the same contact exists for more than one user, the contacts are merged into one if all relevant information matches, including the name, email address, phone number, and ID number. If any of this information differs, the contacts remain as separate entries in the shared contact list.
Once shared contacts have been enabled, any changes made to contacts or contact groups are reflected across the company.
NOTE
Enabling this shared contacts does not give other users access to documents or Activity Log entries associated with those contacts.
See more about contacts and contact groups here.
Self Sign Up for Users
The self sign-up option allows individuals with an email address that matches an approved company domain, for example individual@yourcompany.com, to sign up for a user account themselves, provided that they have access to the self sign-up link.
A Company Administrator (admin) can specify which domain or domains are allowed to use self sign-up.
This allows companies to share a self sign-up link with employees, who can then create their own user accounts without the involvement of a Company Administrator.
Users who sign up this way are assigned the User role by default. Their roles can later be modified by a Company Administrator.
User Management
The users section shows a list of all users and their roles. It is also where you can:
Add User
To add a new user, click the "+ Add User" button.
Enter the user's name and email address. If you are using the .is portal, you can also enter the user's ID number.
Each user must have a unique email address.
If the same person already has a Taktikal account using that email address, you can create another account by adding +[text] before the @ symbol.
For example:
somebody+1@yourcompany.com
NOTE
You do not need to create this email for the person in your email server, the email server
will ignore the +[some text] when receiving emails associated with the account.
Choose User Permissions
Next, choose the permissions you want to assign to the user.
By default, all users have access to Drop & Sign, the Activity log, Contacts, Statistics and their Inbox.
They can also send published SmartFlows and access published Fill & Sign forms.
Adding a User on the IS Portal That Doesn't Have an eID
If the user does not have an eID but needs an account on the Icelandic portal, click "User has no eID" when creating the new user.
The Add User window will then update so that the kennitala field is no longer required.
Edit User / Update User Roles
To update a user's permissions, find the user in the list and click the three-dot menu. Then select "Update permissions".
A window will open showing all available user permissions. Select the permissions you want to assign, then click "Save".
Deactivate / Block Users
To deactivate a user account, click the three-dot menu on the right side of the user and select "Deactivate account".
Click "Deactivate account" again to confirm.
The user will remain visible in the user list but will be moved to the "Deactivated users" section below.
To reactivate the account, click the three-dot menu and select "Activate account".
Delete User
To permanently delete a user account, click the three-dot menu on the right side of the user and select "Delete user".
Next: Branding settings ➜