Adding users in Pronto

Once your Offices are set up, the next step is to add Users to the system.

Each person who needs to log in to Pronto must have a User Account.

Note: You do not need to create User Accounts for stakeholders who will only receive links to Documents via the ‘Share for Review‘ or ‘Public Links‘ features.

Steps to Create a User Account

1. Go to Address Book
2. Click the Add User button
3. Complete the form:

• Panel 1: Basic user info (name, email, office, etc.)

• Panel 2: Select Project Access Level and assign a Permission Profile

• Panel 3+ (optional): Configure Timesheets, Resource Planner, PTO settings

4. Click Save

Once saved, the user will receive a New User Email with login details — unless you choose to disable this option during setup.

Notes on Creating Users:

• Make sure the Office exists before creating the user
• You can choose to suppress the welcome email at the bottom of panel one
• If the user is linked to Agresso, extra role configuration options will appear

For more advanced setup guidance, refer to the Address Book Feature Training Module in the Pronto Learning Academy.