Add a User

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Note

• The person who initiates the request to add a new user is referred to as the initiator.
• The user that the initiator intends to add is referred to as the invitee.
• The person or group of people required to approve the initiator's request to add the invitee are referred to as organization admins (see Admin Quorum for more details).

Step 1: Initiate an invite request

This step is required when adding users of type: admin, trader, or viewer.

To invite a new user, the initiator must do the following:

1. Open the Fordefi web console.
2. In the side menu, click User Management.
3. Click Add Users.
4. In the Invite Users dialog, do the following:
   • Enter the email address of the user you want to invite—the invitee.
   • Define the user's role as Admin or Trader, or Viewer.
5. Click Invite.
   • The invite request is sent for approval to the organization admins' mobile app.
   • Initiators and organization admins can view the invitation details and track the approval process in Fordefi.

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Note

An admin user has more privileges than a user (trader) or viewer. An admin can manage other users, change policies, and perform backups, and manage the address book. Learn more.

Step 2: Organization's admins approve initiator's invite request

This step is required when adding users of type: admin, trader, or viewer.

The organization admins receive a notification on their Fordefi mobile app, requesting their approval to add a new user. The organization admins must do the following:

1. Open the User Invite request in the Management tab of the Fordefi mobile app.
2. Tap Approve.

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Note

The number of organization admins required to approve an initiator's invite request is defined in General Settings > Admin quorum.

Step 3: Initiator generates a code for the invitee

This step is required when adding users of type: admin or trader.

Once the request receives the approval of the admin quorum, the initiator is notified on their mobile phone. The initiator must do the following:

1. Open the User Invite request in the Management tab of the Fordefi mobile app.
2. Tap Generate code to create a unique activation code.
3. Tap Share and choose a third-party app to send the code to the invitee.

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Note

• The initiator does not generate an activation code for a viewer user.
• The initiator may share the activation code with the invitee by email or any messaging app (for example, iMessage, Telegram, Signal, and others) of their choice. On its own, the activation code is not sensitive and no one except the invitee can use it. The purpose of the activation code is to protect the organization from the unlikely case the Fordefi backend is compromised.

Step 4: Invitee activates account

This step is required when adding users of type: admin or trader.

Once the invitee receives a welcome email from Fordefi and (except for a viewer) the unique activation code from the initiator, they must do the following:

1. Download the Fordefi mobile app for either iOS or Android.
2. On your mobile device, tap the link in the welcome email. The Fordefi app should open.
3. Choose a new password for your Fordefi account or choose a web authentication service: Google, Microsoft, or Apple.
4. When prompted, paste the code into the field to begin the account activation process.
   When the invitee's account is activated, the "Successfully logged into Fordefi" message is displayed.