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How to create users and define roles?

  • Login to your account and go to Settings
  • Click on General→ Users. Go to “Bulk Upload” on the top right corner
  • Download the template
  • Fill in the user information that you want to add
  • Departments, entity, user level, etc. corresponding to users will be added as new departments
  • Each new department should have at least one user against it
      – E.g. If you want to add Department 1 and Department 2, you need at least 2 users and two lines should be added to the excel sheet
  • Click on “Upload New”
  • Select the newly created file and upload
  • Pop up will say “1 row(s) has been successfully processed”
  • Click continue
  • New users, departments, entities, user level, business units are added to the system
  • To define or restrict access rights, select Roles from the General Settings.
  • Depending on a user’s access level, you can define the access for each module of the platform. By default, all users have Employee access.
  • To make modifications, click on the Edit icon at the top of the screen, click on the drop-down option under reach role or module to make a change.
  • You can add individual members to whom these rules apply.
  • Finally, click Save to apply the changes.

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