Instructions
Add a User
Navigate to Settings > Users and Groups > Users
Click on the Add User Button
User Details: Fill in the Information below (Note: The fields in red below are required fields).
Select a Role from the drop-down list. Click here to learn more about the definitions of Roles.
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.
Login Details
Create a Username, Password, and Confirm Password. These are required fields to complete if you wish to create a login.
Reset Username or Password: The User is Protected switch is enabled as default. This is to prevent accidental changes to be made regarding the username or password. To change the username and password, you will need to first turn off the User is Protected switch and make the neccessary changes and then turn the User is Protected switch back on before proceeding to the Save button.
You can disable a user by turning off the Enabled Switch. Ensure you select the Save Button to confirm it.
Uploads (Optional)
Files can be attached to a User (staff and agents). Limited to images and documents
a) Drag and drop a file from the computers file explorer, or
b) Click on the Upload file, and choose a file or URL address, and click Open
c) You can Add a Label for the file (optional). Choose a document type from the list (mandatory)
Edit Exisiting Users
From the Main Menu - Settings > Users & Groups > Users Click on the Pencil Icon if you wish to edit any changes for existing users.
Edit or add changes if required. IE. User Group or Role
