Account Creation for Organizations

For pre-existing ClearQuery organizations, Admins can add users by following the steps below:

Registration

For Organizations that want to add additional users to their account, an admin will need to log into ClearQuery. Once signed-in as a user with admin privileges, navigate to the “Organization Settings” icon on the Navigation menu (the three-cog icon ⚙️). Within this section the Admin will immediately see a full list of their organization's users. From this screen the admin can add and users.

To Add a new user, click the "Add User" button in the top right of the window and enter the following required information:

• Username
• E-mail Address
• User Type (Admin or User)

Then click "Add User," an email will be sent to the user requesting them to set a password.

Pre-existing account

If the admin attempts to add a new user with an email address that already exists in CQ, the system will display a message stating that email address already exists. The system is configured to prevent multiple users from having the same email address. To include that user in the organization, the admin can send the pre-existing user an invitation to join their organization:

Simply add the user’s email address and click “Invite.” The user will receive an email detailing that the admin has invited them to collaborate and to accept the invitation via a link. Once accepted, the invited user will be able to switch between multiple organizations within ClearQuery via a drop down in the top right of their screen.

• Note: an invited user will count towards the organization's total seats within their subscription