How to add a user?

How to add a user?



  1. Open the sidebar, click on User Management and choose Users.
  2. Click on Add New User, a blue box in the top right corner, to open the Add New User form.
  3. Enter the First Name and the Last Name.
  4. Select the Role (Administrator, Report  Manager, User) of the user by checking the required box.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. By default, Force the user(s) to change the password on login is disabled. To enable it, check the box for this option.
  10. 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.
  11. By default, the Invite Later option is turned off. To enable it, check the box for this option.
  12. Finally, click on Submit to add the user.

 



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