Users and Teams
are another very important part of any Organization
For Creating New Users
- On the Dashboard, click or mouse over on the Admin Menu (Golden lock)
- Navigate to Users & Roles
- A sub-menu pops on right hand side
- Select Administer Users
- A new window with two tabs - List and Add User opens up
- 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:
- Click on Add User Tab
- This opens up new editable window to add new users to the database
- Enter Username, Email, Password Note: Users' e-mail addresses and usernames must be unique.
- Select Status (Active or Blocked)
- Select one or many Roles for this user
- Click the Check box if you wish to Notify the User of Account Creation
- 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
- On the Dashboard, click or mouse over on the Admin Menu (Golden lock)
- Navigate to Users & Roles
- A sub-menu pops on right hand side
- Select Administer Teams
- A new window with search criteria text box, list of preexisting teams and two buttons - List Teams and New Team opens up
- The List shows all the existing teams with Actions column of the each Team Row with View, Edit and Delete options
- Click on New Team Button
- This opens up new editable window to add new teams to the database
- Enter Team Name, Description
- Select Users (already listed in the User window from the database ) who would be part of this Team
- Assign one or more Targeted Industry to this Team
- Assign the Companies to this Team
- Also assign the Person/s of each of this Companies, this team would have access to
- Finally, assign Regions to this team
- Click Submit