Users

  1. Click Users on the left navigation menu. It is divided into two sections, All Users and Invited Users. 

     
  2. You can customize viewing any of these through the customize display option. 

     
  3. In the All Users section, the list of users is displayed with the following details:  
    • User ID: Unique ID number of the user
    • Org/Ref. ID: Organization or reference ID
    • Username: Username of the created ID 
    • User Role: The Assigned role of the user
    • Full Name: Full Name of the user
    • Email Address: Email address of the user 
    • Date of Joining: When the user activates their account
    • Status: Current status of the user
    • Action: Available actions on users
      1. View: Click to get a detailed view of the user
      2. Edit User: Click to edit the user details. 

         
         
  4. You can customize the display to view the desired columns. 

     
  5. Switch to the Invited Users tab to view the list of invited users. The Invited User list is displayed with the following details:
    • Invite ID: Unique ID number of the user invitation
    • Org/Ref. ID: Organization or reference ID
    • User Role: Role of the User
    • Full Name: Full name of the user
    • Email Address: Email address of the user 
    • Invited Date: Date on which the invitation was sent to the user
    • Status: Current status of the user
    • Action: Available actions on the invited users
      1. View: Click to get a detailed view of the invited user
      2. Edit User: Click to edit the invited user details 

Add New User

  1. Switch to the All Users list tab and click Add New User to add a new user. 

     
  2. Fill in their personal details, including name, email address, contact information, username, org/ref.ID, language, and address. 

     
  3. Add their work details, including their role, start and end date. Click Submit to add the user. 

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