Instructions
Add a User
Navigate to Settings > Users and Groups > Users
Click on the Add User Button
Click on 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.
After 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
The Username must be at least 6 characters long. Lowercase letters, numbers, underscores, dashes and periods only.
The Password must be 8 or more characters with a mix of letters, numbers & Symbols.
The “User is Protected switch” is enabled as default. This is to prevent accidental changes to be made regarding the username or password.
Edit a User
To Edit a user click on the Pencil Icon
To Disable a user, turn the Enabled toggle switch off and select the Save button to confirm it.
9. To Reset a password you will need to first turn off the user is protected switch, change the password and then select the Save button (the user is protected toggle will automatically switch on when saved).
Uploads (Optional)
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.
b) 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.
c) The File will now appear in the section below.
d) You can Edit the label and Document Type by clicking on the Pencil Icon.
e) You can Disable the file by turning the ‘enabled’ toggle switch off. (what are the implications if you disable this??)
f) You can Delete the file by clicking on the Trash Can Icon.
g) If the user has many files uploaded you can filter to show only specific types
Advanced
Click on the Advanced tab to view and manage the contact details, personal info and membership of the User.
