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Navigate to Settings > Users and Groups > Users
Click on the Add User Button
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Click on User Details: Fill in the Information below (Note: The fields in red below are required fields).
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Select a Role from the drop-down list. Click here to learn more about the definitions of Roles.
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Assign a User Group to the user by clicking in the User Group drop-down menu. Click here for more information about what a User Group is.
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Login Details are optionalAfter entering the username and password click on the Save button. (Depending on the user's role, creating Login Details may be optional). Username, Password, and Confirm Password are required fields. After entering the username and password click on the Save button
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The “User is Protected switch” is enabled as default. This is to prevent accidental changes to be made regarding the username or password. Reset Username or Password: To change the username and password,
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Edit a User
To Edit a user click on the Pencil Icon
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To Disable a user, turn the Enabled toggle switch off and select the Save button to confirm it.
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9. ToReset a password you will need to first turn off the
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user is
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protected switch
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, change the password and then
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To Disable a User turn the Enabled toggle switch off. Ensure you then select the Save Button to confirm it.
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select the Save button (the user is protected toggle will automatically switch on when saved).
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Uploads (Optional)
Files can be attached to a User Uploads allow you to attach files (staff and agents). Limited to images and documents.
a) Click on the Drag and drop a file from your PC or click on the “choose or drop a file to upload” to add the image/document.
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b) You can Add a Label Description for the file (optional) and you must choose a document type from the drop-down list (mandatory). Click on the Save Button to proceed.
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g) If the user has many files uploaded you can filter to show only specific types
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Trip History
Trip History
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Advanced
Advanced
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You can edit an exisiting user by clicking on the Pencil Icon
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