How do I add new users to my ClearView Pivot Project?

May 24, 2023

ClearView Pivot Admin users are able to add new users to a project from the "Project Admin" pages. If you have admin permissions, you will be able to access the Project Admin pages from a link in the menu at the top of the Call Manager site when you login to cvp.sohonet.com. If "Project Admin" is not displayed then you have not been set up as an admin and you will need to contact the Admin for your project to add any new users.

If you are an admin user:

1. Click "Project Admin"

2. Click "Users" on the left

3. Click "Add User" on the right.

This will then open a pop up box that will allow you to add the required details to create your new user. Once all fields are complete click "Add". An email will be sent to your new user, via the email address provided, which will allow them to set up their password and complete their account activation.

How do I add users to my ClearView Pivot Project? from Sohonet on Vimeo

Note: Users are administered at a project level. If you are across multiple projects you need to ensure you have first selected the project you want to add users to from the sidebar on the lefthand-side and then navigate to the Project Admin pages.