WorkTrek

Follow these steps to grant access to your team  for better collaboration and streamlined operations, ensuring that everyone can contribute effectively.

Log in and Access Users • Once you've logged in, select Administration from the sidebar menu and click on Users.

Open New User Form • Click on the New button to open a form for adding a new user.

Enter User Details • Fill in the details including Full Name, corresponding Organization Unit, and Job Title and other.

Add Username • Under Username, enter the email address where the new user will receive an invitation. This email will also serve as their username.

Add Contact Information • Navigate to the Contact Info section and enter relevant contact details such as email and mobile number.

Explore Additional Tabs • Take a moment to explore other tabs such as Settings, and Notification to provide any additional information or preferences for the new user.

Assign User Role • Go to the Role Assignments tab and click on Add to assign the appropriate role to the new user.

Save Changes • After entering all the necessary information, click on Save to finalize the process. Upon saving, an email invitation will be sent to the user.

Invitation and Password Setup • Once you've completed these steps, the new user will need to check their email, accept the invitation, and set their password.

1. Log in and Access Users • Once you've logged in, select Administration from the sidebar menu and click on Users.
2. Open New User Form • Click on the New button to open a form for adding a new user. 
 
 
3. Enter User Details • Fill in the details including Full Name, corresponding Organization Unit, and Job Title and other.
4. Add Username • Under Username, enter the email address where the new user will receive an invitation. This email will also serve as their username.
5. Add Contact Information • Navigate to the Contact Info section and enter relevant contact details such as email and mobile number. 
 
 
6. Explore Additional Tabs • Take a moment to explore other tabs such as Settings, and Notification to provide any additional information or preferences for the new user.
7. Assign User Role • Go to the Role Assignments tab and click on Add to assign the appropriate role to the new user. 
 
 
8. Save Changes • After entering all the necessary information, click on Save to finalize the process. Upon saving, an email invitation will be sent to the user. 
 
 
9. Invitation and Password Setup • Once you've completed these steps, the new user will need to check their email, accept the invitation, and set their password.