Users
The Users section provides tools to create, manage, and configure user accounts within organizations. Administrators can assign roles, update credentials, and control user access levels.
5.1 Creating a User
To create a new user:
Navigate to the required organization.
Click the three-dot menu (⋮) associated with the organization.
Select Manage Users from the menu options.
Click Add User.
Enter the user's personal information, including: First Name, Last Name, Email Address, and Language.
Select the company to which the user will be assigned. Ensure that the correct company is selected before proceeding.
Choose the appropriate role from the Role dropdown list based on the user's responsibilities and required access level.
Click Save to add the user to the organization.
5.2 Setting a User Password
After creating a user, you can set their password as follows:
Navigate to the Users list.
Under the Actions column, click the three-dot menu (⋮) for the desired user.
Select Set Password.
Enter the new password and save the changes.
