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Adding or Updating a User

Prerequisites:
You should be on the User Management page.

Adding Users

To add a User:

  1. Click the + Create button on the left

  2. A new User Form will open

You can now continue to the Detail Entry section.

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Updating a User

To update Users:

  1. Click the relevant user from the list on the left

  2. A User Form populated with the user details will open

You can now continue to the Detail Entry section.

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The warning symbol alongside the listed user indicates that some required items (such as mapped roles or companies) are missing from the user.

Detail Entry

When creating or updating a user, the form fields will remain consistent.

  1. Fill out the relevant details

  2. Click Save

After creating a user, you should map any relevant roles or company

Mapping Companies

  1. Click the Companies tab

  2. Check the box alongside the company to assign

    • Uncheck boxes to remove the company from the user

  3. Click Save

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Mapping Roles

  1. Click the Roles tab

  2. Click Assign Role

    1. Choose a role from the right slide-over

    2. Click Save

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