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Articles on:Account & User Management
Articles related to your Anywhere account & user management

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  • Getting Started
  • Chat with other team members
  • Understanding Project Views
  • Client Portal & Client Access
  • Deep Dive into Project Boards
  • Dashboards
  • Account & User Management
  • User Profile
  • Account settings & customizations
  • Security & Audit Logs
  • Integrations
  • Plans & Pricing
  • Troubleshooting
  • Recovering your password using Forgot Password
    Resetting your password in Anywhere is a straightforward process. Here's a step-by-step guide: How to Reset Your Password: Start by navigating to the Login page and click on the Forgot password? link. Forgot Password On the following screen, enter your Email id and click the Submit button. Enter Email (https://downloads.intercomcdn.com/i/o/405221402/5d2eac9ce8Few readers
  • Changing a user's role
    Changing the role of a user in Anywhere is a straightforward process. Here's how to do it: How to Change the Role of an Existing User: Select the Users option under the Administration section in the navigation menu. Click on the Action button located next to the user whose role you want to edit. In the options shown, click on the Edit button. Edit User NavigFew readers
  • Using Culture Info
    Updating the culture info in Anywhere, including setting your preferred date format and supporting special alphabets, can be done with ease. Here's how to update your culture info: How to Update Your Culture Info: Navigate to the Settings tab under the Administration menu. Click on the Culture sub-tab. In the Date Format section, you can choose from the available date formats: DD/MM/YYYY, MM/DD/YYYY, or YYYY/MM/DD. In the Special AlphaFew readers
  • Adding a new user
    Adding Users to Your Anywhere Account Anywhere is a powerful team collaboration tool that truly shines when your team members collaborate seamlessly. This article will walk you through the process of adding new users to your Anywhere account. Click on "Users" in the "Administration" section of the navigation menu. In the top right corner, click the "+ Create new user" button. Create New User (https://storage.crisp.chat/users/helpdesk/website/654ee1b3f67a4000/ac3bf02Few readers
  • Understanding user types
    This article explains the different user types and roles available in Anywhere, which determine access to various screens and pages within your Anywhere account. Here are the default user types: Admin: Admins are the account owners with full access to their Anywhere account. They can access all features and settings within Anywhere. Admins see only the boards they are part of in their board list. User: Users are team members who have access to certainFew readers
  • Activating email
    This article explains how to resend an email confirmation code to a user who has registered for Anywhere but did not receive the initial email. Here are the steps to resend the email confirmation code: Login Screen: On the Anywhere login screen, you will find an option labeled 'Email activation'. Email Activation Click Email Activation: Click on the 'Email activation' link. EmFew readers
  • Export users details to CSV file
    Exporting your list of users from your Anywhere account is a straightforward process. Let's walk through it step by step: How to Export Your User List: Begin by clicking on the Users menu, which you'll find under the Administration option in the navigation menu. Next, look to the top right corner and click on the Excel Operations button. From the list of options that appear, select the Export to Excel option. That's it! Your data is now being exported.Few readers
  • Manage linked accounts
    Managing linked accounts in Anywhere allows you to easily switch between multiple accounts with just a single click. Here's how you can use this feature: How to Use Linked Accounts: Log in to Anywhere with your account. In the upper right corner of the screen, you'll see your display name along with your profile picture. Display Name and Profile Picture Click on your display nameFew readers
  • Import users to your Anywhere account
    Importing users in bulk to your Anywhere account via a CSV file is a convenient way to add multiple users efficiently. Here's how you can import users in bulk: Note: This feature is available only to account admins. Go to the Administration menu in the navigation menu and select the User option. Click on the Excel Operations button to expand the options. Click on the "click here to download sample import file" option. This will download a sample CSV file that serFew readers

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