Creating and Managing Users

This article demonstrates how to add and manage Users to allocate them to their corresponding Team. 

                                                                                                                                             

Creating a New User

1 - Go to the Admin menu, hover over 'User & Teams Settings', and select 'Users'. 

Screen_Shot_2018-08-08_at_13.57.13.png

2 - Here you will be shown a list of all the existing Users in the system. To view or modify any User, click on the row and edit the information. To create a new User, click 'Add User'. 

Screen_Shot_2018-08-08_at_14.00.20.png

3 - Fill in the required details (the password can be changed at a later date). 

4 - Allocate the User to a Team by searching for the name of a Team using the blue search icon, enclosed in a green box in the photo below.

5 - Tick the 'Enabled' box if the User should be active straightaway. The box you would need to tick for this is enclosed in a black box in the photo below.

6 - Once completed, click 'Save User', enclosed in a red box in the photo below. 

Screen_Shot_2018-08-08_at_14.11.47.png

 

                                                                                                                                             

Managing Users

2.0 - Security Roles

1 - Click on the User you wish to edit, and select which access rights this User should have. Please see the User Security Matrix to see what the roles entail. Click 'Save User' when done. Screen_Shot_2018-08-08_at_14.27.09.png

2.1 - Change User Password

1 - Click on the User you with to edit, click 'Edit User' enclosed in the green box below and then tick the 'Change Password' box enclosed in the red box below.

Screen_Shot_2018-08-08_at_14.34.09.png

2 - Proceed in changing the password and click 'Update User' to save the information. 

Screen_Shot_2018-08-08_at_14.36.01.png

2.2 - View Users in a Team

1 - Go to the Admin menu, hover over 'User & Teams Settings', select 'Teams', and then click on the Team you are interested in, for example the Reservations Team.

Screen_Shot_2018-08-08_at_15.00.24.png

2 - Click on the 'Users' tab, where you will see all the users associated to that team. Click on the User to view their details. 

Screen_Shot_2018-08-08_at_15.12.00.png

                                                                                                                                              

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk