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Adding Users
Users can be added by the System Manager. If you are a System Manager, you can add Users via
Setup > User
1. List of Users
To add a new user, click on "New"
2. Add the user details
Add user details such as First Name, Last Name, Email etc.
The user's Email will become the user id.
After adding these details, save the user.
3. Setting Roles
After saving, you will see a list of roles and a checkbox next to it. Just check the roles you want the the user to have and save the document. To click on what permissions translate into roles, click on the role name.
4. Setting Module Access
Users will have access to all modules for which they have role based access. If you want to block certain modules for certain users, un-check the module from the list.
5. Security Settings
If you wish to give the user access to the system only between office hours, or during weekends, mention it under security settings.
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