How to Add Users to the Platform
Adding new users to your platform is simple and can be done directly from the Settings page. Follow these step-by-step instructions to invite new users.
Step 1: Access the Settings Module
First, navigate to the Settings module:
Go to the navigation bar on your platform.
Click the Settings option.
Step 2: Open the Users Tab
Next, open the Users tab:
On the Settings page, find the top menu.
Click on the Users tab.
Step 3: Click 'Add Users'
To start adding new users:
Look for the 'Add Users' button located at the top right corner of the Users page.
Click the 'Add Users' button.
Step 4: Fill in User Details
A form will appear for you to fill in the new user’s details:
Enter the user's Name.
Provide the user's Email address.
Specify the user’s Department between the two choices, Marketing and Sales.
Fill in other necessary profile information listed based on the department selection.
Step 5: Choose the User Access Level
Determine the user’s access level:
Under Access options, choose between 'Manager' and 'Custom Role.'
Step 6: Send the Invitation
Finally, invite the user:
Click the 'Invite' button.
The user will receive an email invitation. The user must accept this invite to start exploring the platform.
By following these steps, you can easily add new users and manage access to your platform efficiently.