You can set up new users from within the ‘Admin’ tab.
The Admin tab is located in the left hand navigation bar on the platform. There you will see a list of all users within your company. You can Add, Edit and Delete users from the Admin tab.
You will need to be logged into the platform with Full Access rights in order to complete this task.
How to add a new user;
- Navigate to the ‘Admin’ section of the platform (this can be found here in the left hand navigation menu).
- Click on the Add User button (located in the top right of the screen).
- Add the necessary fields in the new window and click the Update button to add the new user (all fields and their descriptions are listed below).
- Once the Update button is clicked the user will be added to the company's users page and your task complete.
Result: The new user will receive an email containing their login details which should be updated for security reasons.
Name - This is the name of the new user.
Email - This is the email address of the new user.
Department - This is optional metadata regarding the new users department.
SMS - This is optional metadata regarding the new users contact number.
Country Code - This is optional metadata in relation to the SMS contact field.
Timezone - This is the time zone that the new user will be working in.
Role Status - Set user access level | Full Access, Realtime Access or Reporting Access.
Status - This will set the new user to Active or Inactive once added.
After Save - This must be set to Add new user.