Add Users

 

Add Users
 

In this tab, you can perform actions related to user management, like View, Add, Edit or Delete users.

To Add a new user, click on the “+” sign in the top-right corner, from there you can:

Setup User Details by assigning Display Name, Email, Password and choose whether to Include setting from an existing user, then choose the user and click on “Submit”.

 

 

If you choose not to include settings from an existing user, then you can go ahead and:

1. Setup User Roles by choosing the roles and permissions for individual users to control their access and actions within the system. You can do that by clicking the “+” sign next to the Roles.

 

 

2. Setup Organization Roles by choosing the roles and permissions at the organization level to manage user access and responsibilities. You can do that by clicking on the “+” sign next to the Roles, you can also select which organization the user will be granted permissions for.

 

 

 

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