Adding Users to Your Account

With CatalogIt, multiple users can view and edit the same account at the same time to collaborate on the Entries and Profiles.

Only users with Owner level access can add, edit, or remove users. To add a new user:

• Click on the Main Menu.
• Select Settings.
• Click Users.
• Click the Add User button, then enter the new user's valid email address and choose an Access Type. You can find a list of the available access levels at User Permissions.

Your new user will receive an email invitation with a temporary password. The temporary password expires in fourteen days — if your new user does not log in by the time the password expires, you can resend the invitation link with the temporary password.

Resending Temporary Password

If your new user did not log in, or forgot to reset their password after fourteen days of being added to your Account, you can resend temporary login credentials. To do this:

• Click on the Main Menu.
• Select Settings.
• Click Users.
• Find your new user in your list. Under the Status column, their status will be listed as Expired.

• Click the envelope icon. A box will pop up, prompting you to confirm if you would like to resend the welcome email to the user. Click Resend.
• Inform your new user to check their email for the resent invite — if they have filters on their email, it may have been filtered to a separate category, so they may want to check through their various inboxes.

Video Resource - Adding and Editing Users

Adding Additional Users to Your Subscription

Subscribed Personal accounts include 3 users. Subscribed Museum, Organization, and Conservator accounts include 10 users. Additional users can be added for a fee of $80 annually, or $8 monthly, per additional user, to any account type.

To add additional users to your subscription:

• Log in to your CatalogIt account from your desktop or laptop computer.
• Click on the Main Menu in the upper-left corner.
• Click Settings.
• Click Subscription.
• Select Add Subscription — You are adding a subscription for your additional user(s).
• Check Additional Users.
• Add the number of additional users you would like. Here you can select whether you'd like to pay for them monthly or annually.
• Click Next and complete the credit card information.

Video Resource - Adding Users to Your Subscription

Edit or Remove Users

To edit the access level of a user, or remove them from your account:

• Click on the Main Menu.
• Select Settings.
• Click Users.
• Find the user you would like to edit. In the Access column, click the edit pencil icon next to their access level.
• To change their access level, select the drop-down menu and choose their new access level. Click Save underneath the drop-down menu.
• To remove the user, click Remove underneath the drop-down menu. A Remove User confirmation box will appear. Type “remove [user email]” in the provided field to confirm removal.