Procedure: Steps to Create a New User
Follow these steps to create a new user in the system:
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Log in as Admin
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Use your admin credentials to access the system.
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Navigate to Admin Setup
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From the main dashboard, go to the admin setup section.
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Access User Management
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Click on the "User" tab or menu option.
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Create a New User
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Select the "New User" button to open the user creation form.
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Enter User Details
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Fill in all necessary information, including:
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Name
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Email address
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Username
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Password
- Country
- Mobile number
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- Assign to a specific Role
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Assign Access Permissions
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Select the appropriate access levels, such as:
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Active: Ensure the user account is activated.
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Show Only Owned Work Orders: Restrict the user’s view to their assigned work orders.
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Save the New User
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Review the details and click "Save" to finalize the user creation process.
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Click here to watch the video tutorial.
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