📘 User Creation – User Manual

Version: V.1.0.32
Prepared by: Ramya R
Date: 07 July 2025

📑 Table of Contents
🔹 1. Introduction
🖥️ 2. System Requirements
🔐 3. Logging In
⚙️ 4. Main Features and Functions
  • 4.1 Creating a New User
  • 4.2 Editing an Existing User
🛠️ 5. Troubleshooting
❓ 6. Frequently Asked Questions (FAQs)
💬 7. Support

🔹 1. Introduction
The User Creation module allows administrators to create, manage, and assign roles to system users. This ensures appropriate access control and system security based on organizational structure.

🖥️ 2. System Requirements
Browser Compatibility:
• Google Chrome v90 or later
• Mozilla Firefox v85 or later

User Roles:
• Admin
• System Administrator

🔐 3. Logging In
To access the User Creation screen:

1. Log in to the application using valid credentials.

2. Navigate to the Administration module in the left pane.

3. Alternatively, type User Creation in the search bar at the top right near the username.
   
   
   

⚙️ 4. Main Features and Functions

🆕 4.1 Creating a New User
To create a new user account:

1. Click the “Create New” button on the top right of the screen.

2. Enter the following mandatory fields:
     • Code – A unique user identifier.
     • Name – Full name of the user.
     • Email – Valid and active email address.
     • Address – Complete address of the user.

3. Set the Status as Active to activate the user.

4. Password will be generated automatically — no input required.

5. In the Company field, select the agency the user will be assigned to (multiple agencies can be selected).

6. In the Role field, assign the appropriate role to the user.

7. After company and role selections, click the “Add” button to save the entry.

8. You may assign multiple companies and multiple roles to a single user if necessary.
   

   
   
   
   
   
   
   

✏️ 4.2 Editing an Existing User
To modify an existing user:

• Click the Edit icon next to the user entry.

• Make necessary updates (e.g., name, email, roles, company access).

• Click Save to update the details.

🛠️ 5. Troubleshooting Common Issues

❓ 6. Frequently Asked Questions (FAQs)

Q: Can a user have access to multiple companies?
A: Yes. You can assign multiple companies in the Company field.

Q: Can we reset or change a user's password?
A: Passwords are system-generated at creation. Reset options are available in the user profile after creation.

Q: Can we deactivate a user temporarily?
A: Yes. Change the Status to Inactive in the Edit screen.

Q: What if the role is not visible?
A: Ensure the role is configured in the Role Master and assigned to the correct company.

💬 7. Support
For help with the User Creation module, please contact:
📧 helpdesk@aggrandizeventure.zohodesk.in