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Adding a New User to Your Account

Account administrators can invite colleagues to use the Regal Rexnord site on behalf of your company. Adding a user lets you choose what they're allowed to do and which of your accounts they can see.

:::info Behind the scenes This walkthrough was captured against the UAT site. See the test instructions it was driven from, and the test results recorded during the run. :::

Before you begin: You're already signed in and on your dashboard, with the account you want to add the user to selected. Have the new person's first name, last name and work email address to hand.

Step 1 — Open the Users page​

In the left-hand menu, under Account, select Users.

This page lists everyone who currently has access to your account, along with their role, whether they're active or awaiting approval, which accounts they can see, and when they registered.

The Users page listing everyone with access to the account

Step 2 — Check the person isn't already set up​

Type part of the person's name or email into the Filter Users (Name, Email, Account Number) box.

If nothing comes back — the list shows No Rows Found — they don't have access yet and you can go ahead and add them.

The Users page filtered with no matching results

Step 3 — Start a new user​

Click ADD NEW in the top right of the Users page.

The Add New User form opens. Fields marked with an asterisk (*) are required.

The empty Add New User form

Step 4 — Enter their details​

Fill in First Name, Last Name and Email Address.

Use the person's real work email address — this is where their invitation will be sent, and it becomes the username they sign in with. If the address is already in use, a message appears beneath the field.

The Add New User form with the person's name and email filled in

Step 5 — Choose their role and business type​

User Role decides what the person can do on the site. For example, an Administrator can manage other users, while User - No Checkout can browse and build orders but not place them. Pick the option that matches their job.

Business Type describes the kind of organisation they work for, such as Contractor, Distributor or OEM.

The form with a User Role and Business Type selected

Step 6 — Choose which accounts they can access​

The table at the bottom lists the accounts you're able to share. Tick the box next to each account this person should be able to order and view information against.

You can tick more than one, or use the checkbox in the header row to select them all.

The form with an account ticked in the accounts table

Step 7 — Save​

Click SAVE.

You're taken back to the Users page and a verification email is sent to the address you entered.

The Users page after saving

Step 8 — What happens next​

The new person won't appear in your Users list straight away. They're first sent an email asking them to confirm their address and set a password. Once they've done that, they'll show up in the list and can sign in.

If you're not sure whether you added someone, start the Add New User form again and type their email address. If they're already waiting on their invitation, you'll see a message telling you so — and a click here link that resends the verification email.

The Add New User form showing a pending verification message

That's it. Your colleague will receive an invitation by email. Once they've confirmed it, they'll appear on your Users page, where you can change their role, adjust which accounts they can see, or remove their access at any time.