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Adding a user manually for a customer
Adding a user manually for a customer
Jobin Johny avatar
Written by Jobin Johny
Updated over 2 weeks ago

How to add a user for a customer.

To add a user for a customer, follow these steps:

  1. First, navigate to the side navigation bar and click on the "Customers" option from customers.

  2. Find the "Users" tab and click on it.

  3. Once you click on the "Users" tab, a new window will open, and you need to click on the "User +" button.
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  4. A side-drawer will appear, allowing you to select the Customer from the list.

  5. After you have finished selecting the Customer, Choose the "Add User Manually" from the options to onboard users manually
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  6. A new drawer will appear. Enter the email ID of the end user and click Add. You can also enter multiple email IDs, separated by commas, and click Add.
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  7. Choose each user's permission by toggling the Privileged option.

  8. 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.

  9. Click on sign up to complete the process.

  10. They will be redirected to a screen where they can download the end-user application.

  11. 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.

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