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.