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REACH Delivery Service
- Add a New User for Distribution
To set up a new user
to be able to access files that are "Distributed" to
them in REACH Delivery the steps are:
1.
Add them
as a new internal point of contact
2.
Modify their
user data
3.
Ensure that the REACH Delivery system is installed on
the computer that they use.
Add a new
Internal Point of Contact
If the Point of Contact (user) within your company is
not yet set up on the REACH Delivery system then there
are several ways to add a new internal user for
distribution. For example you can add the
user during the process for distributing a file or you
can add a user through the administration menu function
"Manage Points of Contact".
To be able to distribute files to this user they must be
a user in the same company that you are in.
Modify the
internal users data
If you are an administrator you can manage a new users user data through the
standard "Modify User Data"
functions. However, if you are not an
administrator then you should
locate your administrator
an ask them to help.
 The
additional information is:
1. If you are still setting the internal user up then it
will be flagged in the top bar that they have "Never
Logged In"
2. If you are the administrator for the company then the
users Password is available for you to change.
You should enter a suitable User ID and password for the
new internal user.
If the user is only going to receive files internally
then you can change their user role from "File Receiver"
to "Internal File Receiver" or leave is as
"File Receiver"
Ensure that the REACH Delivery system is installed on
the computer that they use.
The new internal user will now
need access to the REACH Delivery system. If
the user would normally log in to REACH Delivery on a
Central Shared Server then they should already have
access to REACH Delivery. Otherwise, you (as the
administrator) should now provide the new user with an invitation to install the software
(usually this is as simple as forwarding your original
REACH Delivery installation e-mail where there should be a 'link' to the installer
on the e-mail). From this they can download the installer then run it.
Please refer to
REACH Delivery Installation help.
Note regarding Open Access
within REACH Delivery
Open Access allows you to
provide access to any of the files
within REACH Delivery that you own or have received,
to anybody within the same company as you.
This is NOT the same as sending them the file as
part of a message - it is simply changing the permission
of the document, managed within REACH Delivery, so that
the other user can access it through their REACH
Delivery system. When you provide access to a file to
another user by means of Open Access they are NOT informed that they have had
that document distributed to them and will only know
that they have access to the document by searching for
it in their REACH Delivery - File Management sub-system.
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