How to add a user?
How to add a user?
- Open the sidebar, click on
User Management and choose Users.
- Click on Add New User, a blue box in the
top right corner, to open the Add New User form.
- Enter the First Name and the Last Name.
- Select the Role (Administrator, Report Manager, User) of the user by checking
the required box.
- Select the Group for the
various Group Types (Location, Department, etc.) using the drop-down menus. The group
type is what you have set it in Settings.
- By default, the Status of a new user is set to
Active, indicated by the green
switch, under Status. To make
the user inactive, click on the switch, and it will turn red.
- By default, User does not have email Id is
disabled. If you want to create a user without an email Id, check the box
for this option to enable it.
- When this option is
enabled, you will notice that the form below changes accordingly. Enter
the User Name and Password. You can also generate a
random password by clicking on Generate
password.
- By default, Force the user(s) to change the
password on login is disabled. To enable it, check the box for this
option.
- If you do not enable the
option - User does not have email
Id, you will be able to create a user with his/her email Id. Enter the
Primary Email under Email Address.
- By default, the Invite
Later option is turned off. To enable it, check the box for this
option.
- Finally, click on Submit to add the user.