User Creation user manual
1.The user needs to log into the system with their credentials.
2."User creation" screen can be found under the administration module in the left pane and alternately the same can be types in the search field on the top right of the screen near the user name.
3.In the user creation screen, you can either edit entries that are already available or create new entries.
4.To create a new entry, the user should click on the create new button on the top right below the user name.
5.The user needs to add all the relevant data in their respective fields ( Code (Unique), Name, Email, Address.
6.Status needs to be changed as "Active" for new entries.
7.Password field need not be changed as a unique password will be created upon submission.
8.The agency for which the user needs to be given access to needs to be selected in the company field. ( Multiple entries can be selected at once)
8.The agency for which the user needs to be given access to needs to be selected in the company field. ( Multiple entries can be selected at once)
9.Their role can be selected in the role field.
10.Once the company and role are selected the "add" button can be clicked to submit the entry
11.Multiple companies and roles can be assigned to a single user.
User Role creation
https://support.aggrandizeventure.com/portal/en/kb/articles/how-to-create-user-roles-using-the-user-role-management-screen
User Role creation
https://support.aggrandizeventure.com/portal/en/kb/articles/how-to-create-user-roles-using-the-user-role-management-screen
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