Overview
This section enables you to add / remove users, and set permissions as to what they can do in the platform.
Creating roles
Roles are permissions that can be applied to users. You can create as many roles as you need, and just assign them to the required users. It means that you can quickly assign permissions to users, by associating them with a role.
To create a new role, simply go to SETUP > Team > Roles and press "Add role". Then decide which permissions you want available for that role.
To create a new role, simply go to SETUP > Team > Roles and press "Add role". Then decide which permissions you want available for that role.
Creating users
Users are anyone that needs access to the portal. They will be shown in logs and reporting.
To create a new user, simply go to SETUP > Team > Users and press "Add user".
Then just fill in the required information and working hours.
To create a new user, simply go to SETUP > Team > Users and press "Add user".
Then just fill in the required information and working hours.