This article serves as your guide to leveraging this functionality effectively. Learn how to invite and manage users within your system, fostering seamless teamwork and optimized access privileges.
How to add a user to the portal?
To add another user, find the profile menu in the top-right corner of the dashboard and choose the “Company profile” section.
Next step, click “Add new user” and fill the user information such as:
First and Last names
Active phone number
Email
Select the permission role. More about “User Permissions” you can find here.
User Settings
Being the administrator of the portal, you're able to handle the users you've invited, each with their permissions.
Change the permission access known as the “Role” on the portal
Remove them in case the employee is no longer the part of the company
Good to know:
We're always updating and improving our product, so in the near future we will implement the new settings options to the user management.