Adding Users to Documents

How do I add users to my document project?

To add users to the MRSI Wizard application, click the "Users" link in the sidebar on the left. Note that you must be assigned a role that has permission to manage users in order to add users. Each document type has different roles, but in general, if you have an "Admin" or "Manager" role, you should have permission to add users.

The top half of the page shows which users are already Members of the document, while the bottom half of the page lists all other users in our system. You can pick any user from this list and assign them a role for this document by clicking the gear icon on the far right. This will bring up a list of roles that you can assign to that user for this document. Select the desired role, and the user will be added as a Member of the document with that role.

To change a user's role or remove a user from the document, simply click the gear button next to their name in the Members list at the top of the page. Again, a list of roles will appear, and you can select a different role or choose "Remove" to remove them entirely.

What are groups?

Groups are managed collections of users that can be assigned to documents all at once. Instead of adding users one by one, you can choose one of the groups and add all of its members to the document in a single action. This is especially useful for large teams or departments.

Click the "Add Group" button above the user list to see a list of available groups. Select the desired group, choose a role for its members, and all users in that group will be added to the document with that role. All users will be added individually, so you can later change their roles or remove them as needed.

How do I create or manage groups?

Groups are currently managed by MRSI administrators. If you would like to create a new group or modify an existing group, please contact MRSI support.

Note that changing group membership will not automatically update users already added to documents. For example, if you add a user to a group after that group has already been added to a document, the new user will not be added to that document automatically. You will need to add them manually or re-add the group to the document.