Table of Contents:
Managing a user's access rights
Advance Settings-Assigning Roles
When is this helpful?
When you want to add a new user
When you want to manage access rights to a new user
When you want to assign roles to a new user
Adding a new user
Step 1: Under 'Setup', click 'Users'. Then click 'Add New User'.
Step 2: You will land on the 'Add User' page. Here add the following user details:
First Name
Last Name
Email
Password
Job Title
Short Name
Time Zone
Managing a user's access rights
Under 'Manage Access Rights', you can decide what access you can give to a user.
There are 3 access rights to can give to any user:
Access to the app: Gives access only to the mobile app
Access to the analytics: Gives access to the portal analytics
Access to the Web Admin Portal: Gives access to the whole web admin portal
Advanced Settings- Assigning roles
When you click 'Advanced Settings', a section appears where you can assign a role to the user.
From the Custom Role dropdown, choose a role.
To create a new role, click 'Create New Role'.
You can also add custom tags for the user. To create a custom tag, click 'Manage Tags' on the bottom-right.
Once you're done with adding a user, click 'Save'.
From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.
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