How to add a user for a customer.
To add a user for a customer, follow these steps:
First, navigate to the side navigation bar and click on the "Customers" option form customers.
Select the specific customer for whom you want to add a user.
Find the "Users" tab and click on it.
Once you click on the "Users" tab, a new window will open, and you need to click on the "User +" button.
A side-drawer will appear, allowing you to input information of the new user. Make sure to fill in all of the required fields with accurate and complete information.
After you have finished inputting the necessary information, click on the "Save" button to save and finalise the new user record.
An email will be sent to your user's mailbox, open the mail and click on "Activate account" user will be the redirected to a page where they can enter you "password" and confirm password.
Click on sign up to complete the process.
They will be redirected to a screen where they can download the end-user application.
After completing the download, login to the application using the credentials they created above.
You have successfully added a new user to the system and logged in to the end-user application.
Details to fill in New user details.
Instructions for completing the new user details are as follows:
Email: Enter the email address of the user. This is a required field.
First Name: Fill in the first name of the user. This is a required field.
Last Name: Fill in the last name of the user. This is a required field.
Customer Name: Customer name will be auto filled according to customer from where the user is adding.
Site: Choose the site name from the drop-down menu.
Phone Number: Enter the user's phone number.
Country: Select the user's country of origin from the drop-down menu.
State: Select the user's state from the drop-down menu.
City: Select the user's city from the drop-down menu.
Note: If the user is a Manager / privileged user, select the "Privileged" from, user type drop-down to grant them privileged user permissions and access.
That's it! Once you have filled in all of the required information, save the details to add the new user.