Adding a User:
Navigate to the Sidebar:
Begin by logging into your Chariot account and navigating to the sidebar on the left-hand side of the screen.
Access Office Users:
Within the sidebar, locate the "Users" section and then click on "Office Users."
Initiate User Addition:
Once inside the "Office Users" section, click on the prominent "Add Office Employee" black button. Refer to the image below for visual guidance.
Enter User Details:
You will be prompted to enter specific details for the new user. These include:
First Name
Last Name
Phone
Email
Start Date
Birthdate
Role
Save the Information:
After entering the required details, click the "Save" button to confirm and add the new user to the Chariot system.
Repeat as Needed:
If you need to add additional users, repeat the process outlined above for each individual.
Removing a User
Navigate to the Sidebar:
Similarly, start by accessing the sidebar and locating the "Users" section, then click on "Office Users."
Find the User:
Within the "Office Users" section, locate the user you wish to remove from the system.
Access User Edit Options:
Click on the icon that looks like three stacked dots next to the user's name
From the dropdown menu, select "Edit."
Set End Date:
Inside the user editing interface, you will find an option to enter the "End Date" for the employee. Setting an end date will remove the user's access to Chariot on that specified day.
Save Changes:
After entering the end date, click the "Save" button to confirm and implement the removal of the user from the Chariot system.
By following these step-by-step instructions, you can efficiently add new office users or remove existing ones in the Chariot platform. If you encounter any issues or have further questions, please reach out to our support team for assistance.