User Management

Need to setup multiple users to manage the operations on the platform? Here’s how you can do it. Login to your account and on the left navigation bar, you’ll find “User Management” option.

Under User Management, you can find options to manage users and roles. Now, in order to create users and assign the role i.e. permissions, first you need to set up a role.

Role:

Upon selecting this option, you’ll get the list of created roles and the permissions assigned to the particular role.

Here, you can either modify/ edit the current roles by clicking on icon or delete it by clicking on icon.

To create new role, click on and you’ll get the below

Now, you can enter the role name you want and select the main module you want the role to be created for and set the permissions for the particular role.

User:

Upon clicking on user, you get the list of users that exist already:

You can create a new user by clicking on ; you get below options to enter the details for:

You enter the Name of the user, email address, select the role that you want to assign to the user and enter the other details.

Further, you can also perform edit, delete and reset password option on the users screen.