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 from customers.
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 select the Customer from the list.
After selecting the customer, choose Add users manually from the available onboarding options.
Enter the user’s Name and Email.
Select the appropriate Site.
Select the required Permission. Standard is selected by default.
Select the appropriate Category:
C-level — Purple crown
VIP — Gold crown
Manager — Gray crown
Standard — Black outline white crown
10. Click Add to list. Repeat the steps to add additional users when required.
11. Review the users under Ready to invite.
12. Keep Send invite mail selected and click Create & send invite.
13. The user receives an activation email. They must click Activate account and create their password.
14. After activation, the user can sign in to the IT-Connect web, desktop, mobile, or Microsoft Teams application using their activated account.