Users

Instructions

Add a User

1. Navigate to Settings > Users and Groups > Users

2. Click on the Add User Button

3. User Details: Fill in the require Information below (Note: The mandatory fields are displayed if not completed)

4. You can assign the user to a group

5. You can also provide the user the ability to login to the Respax System, IE Public Website/Admin Portal. (The mandatory fields are Username, Password and Confirm Password).

6. Reset Username and/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.

7. You can disable a user from being active in the Respax System by turning off the Enabled Switch. Ensure you select the Save Button to confirm it.

8. 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)

1. Click on the Pencil Icon if you wish to edit any changes for existing users.

2. Edit or add changes if required. IE. User Group or Role