Managing users effectively in your system involves three key processes: creating a user, adjusting their permissions, and, if needed, deleting the user. Let’s walk through each step, with tips and notes to make the process straightforward.
Step 1: Navigate to Settings -> Users
Step 2: Look for the + New User button and click it to start creating a new account.
Step 3: Enter the User’s Information
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Fill in the necessary information especially the required fields like the first name, email, and phone number.
🔶Note: A valid email is essential to ensure the user receives their activation link.
A: Set Full Permission (if applicable)
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In the bottom area of the same section, you will find a checkbox intended for the user's feature access (role permission).
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Tick this checkbox to grant the user access to all features.
🟩 Tip: For an admin, make sure this box is checked to avoid access issues.
B: Selected Features
If individual permissions need manual selection, tick each feature checkbox to grant feature access.
To display the full choices, the main checkbox should be deselected.
Step 4: Click Save to complete the setup.
🔶Note: Once saved, an activation email will automatically go to the user’s email address.
💡 Troubleshooting: No Activation Email Received?
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If the new user hasn’t received the activation email, go back to the
Userslist. -
Find the user and click the envelope icon labeled "Resend Activation Email."