The administrator can manage the users for their company through the Manage users menu in the Admin Dashboard.
In order to add a new user, the admin simply
- Press the "Add User" button.
- Enters the person's first name, last name, email address, and role. These are the mandatory fields.
- You can also add a phone number and external reference, this is not mandatory.
- Click the Send Invitation button.
- Now the user will receive an invite email with a link to register.
Multiple users can be invited at once by adding lines via the Add Multiple users button.
Searching a User
Use the search bar to find any users within your company.
Delete Users/password reset
To delete a user, the admin needs to deactivate the user by clicking on the three dots on the top right of the user's name. You can follow these same steps to Edit a user's details.
You can also send a link to the user to reset their password in case they forgot.