People & Organizations
In Copper we’ve simplified things by referring only to People and Organizations, rather than Contacts, Users, Groups etc. People refers to any contact or user within the system, and Organizations refers to your organization, any client, or group of people. Easy. To set up your People and Organizations within Copper (including their access), click on the People icon in the main menu.
Adding People and setting their access
To add a new Person, click People in the main menu and select “Add a Person, which will show you a new Person form to compete. Add the Persons details, avatar, role (as set up in Roles in Settings), select a password, and set a default module for them to see when they login. You can also set if they can log in, whether they should receive email notifications, and if you’re an admin you can set them to be an admin user too. Once you’ve clicked save you can also set the access privileges for this user. Giving a user access to an Organization automatically gives them access to all of the Projects that the Organization has access to, or you can give them access to one or more individual projects. Remember if you only wish them to have task access (e.g. you do not wish to give them full Project access), you simply add them to tasks in the tasks area.