Users and Teams

 

  Users and Teams

are another very important part of any Organization

For Creating New Users

  1. On the Dashboard, click or mouse over on the Admin Menu (Golden lock)
  2. Navigate to Users & Roles
  3. A sub-menu pops on right hand side
  4. Select Administer Users
  5. A new window with two tabs - List and Add User opens up
  6. List tab shows all the existing users with options to filter the list; a fresh instance of dashboard would have the two system level users, which cannot be edited

 

On this window:

  1. Click on Add User Tab
  2. This opens up new editable window to add new users to the database
  3. Enter Username, Email, Password   Note: Users' e-mail addresses and usernames must be unique.
  4. Select Status (Active or Blocked)
  5. Select one or many Roles for this user
  6. Click the Check box if you wish to Notify the User of Account Creation
  7. Click New User Account

Note: Only users created by you would have the select option (the check box at the first column) active and not the system users

You could quick select one or many users and assign them roles, block or activate them from the above Update Options

 

For New Teams

  1. On the Dashboard, click or mouse over on the Admin Menu (Golden lock)
  2. Navigate to Users & Roles
  3. A sub-menu pops on right hand side
  4. Select Administer Teams
  5. A new window with search criteria text box, list of preexisting teams and two buttons - List Teams and New Team opens up
  6. The List shows all the existing teams with Actions column of the each Team Row with View, Edit and Delete options
  7. Click on New Team Button
  8. This opens up new editable window to add new teams to the database
  9. Enter Team Name, Description
  10. Select Users (already listed in the User window from the database ) who would be part of this Team
  11. Assign one or more Targeted Industry to this Team
  12. Assign the Companies to this Team
  13. Also assign the Person/s of each of this Companies, this team would have access to
  14. Finally, assign Regions to this team
  15. Click Submit