Expanding your team’s access to our platform is a straightforward process. Setting up a new user account ensures each team member has the necessary tools and information at their fingertips.
Follow these simple steps to create a new user profile:
1. Navigate to Settings > Manage Users
- From the main menu, navigate to the Settings page. This is where you can manage various system configurations.
- Nested under the Settings tab, click on "Manage Users". This section allows you to oversee all user accounts associated with your Connect Intelligent Cloud system.
2. Enter the Create New User Page
- Click "+ CREATE USER" to add a new user to the system.
3. Fill in the Information Fields
- Within the Create New User page, fill in the information fields:
User Information:
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- E-mail: Add the e-mail address in the field E-Mail/username (The E-Mail will be the username)
- Full Name: Fill in the name of the user in the field Full Name
- Mobile Number (Optional): You can add a mobile phone number for the user
System Settings:
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- Language: Select the preferred language for the user
- Date and Time Format: Select the preferred date and time format for the user
User Status:
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- Under User Status, check the box to activate the user's account
Account Activation:
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- Under Account Activation, choose if the user should get an E-mail to create a password or with a single sign-on (If you choose a single sign-on, a window will pop up when you have clicked on save. You have to copy this and send it to the user)
Permissions:
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- Under Permissions, choose which account permissions the user should get. All the account permissions are explained below.
4. Save
Save your progress before navigating away from the page
💡 Note: Providing the correct permissions and settings from the start ensures a smooth onboarding experience for new users.
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