Add a New User
This section provides a comprehensive, step-by-step guide on adding new users to the platform, enabling them to access and interact with the system based on their assigned permissions and roles.
Step 1: Account Login
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Open your preferred web browser and navigate to the platform's login page.
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Enter your email address and password.
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Click the “Log in” button.
Step 2: Accessing User Management
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After logging in, locate the “Account Settings” option on the left side of the interface, typically within the main menu or a collapsible sidebar. Click on it.
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Locate the “User Management” option and click on it to access the user management page.
Step 3: Initiating the New User Creation Process
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On the User Management page, click the “New User” button or a similarly labeled option, typically located in the upper-right corner of the page.
Step 4: Completing the New User Form
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Fill out the required fields in the “User Details” form or a similar data entry interface. These fields typically include the new user's name, email address, and role.
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Assign a role to the new user. Roles determine the access and permissions granted to the user within the platform. Common roles include administrator, developer, user, and user_pw.
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If you accidentally enter incorrect data, click on the “Clear Fields” option to clear all the filled fields in the form.
Step 5: Saving the New User Information
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After completing the “User Details” form, click the “Add User” button or a similarly labeled option to create a new user account.
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The newly added user will receive a confirmation email with a registration link. They must click the link and set their password to complete the registration process.
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Upon completing the registration process, the new user will be redirected to the platform dashboard.
Remember to maintain up-to-date user information and ensure that users are assigned appropriate roles to maintain a secure and organized platform environment.