How to Add a New User

This article lists the steps to add a new user, their details, roles, and manage access rights in the admin portal.

simplchek

Last Update 3 months ago


When is this helpful?

  • When you want to add a new user

  • When you want to manage access rights for a new user

  • When you want to assign roles to a new user

Adding a New User

1. Log in to the admin portal from your computer.


   2. Navigate to Users. The Users screen appears:

   3. Click the Add New User button. The Add User screen appears:

   4. Enter the following user details:

  • First Name
  • Last Name

  • Email

  • Password

  • Job Title

  • Short Name

  • Time Zone

5. Toggle the Send Welcome Email on Save option to On position if you want the new user to be greeted with a welcome message.


   6. Toggle the Delete Audit Restriction option to On position to restrict the user from deleting audits from the mobile app.

Managing a User's Access Rights

Under Manage Access Rights, you can decide what access you can give to a user. There are three access rights you can give to any user:


  • Access to the App: Gives access only to the mobile app.

  • Access to the Analytics: Gives access to the portal analytics.

  • Access to the Web Admin Portal: Gives access to the whole web admin portal.

Advanced Settings - Assigning roles

   1. Click the Advanced Settings button. A section appears where you can assign a role to the user.

2. From the Custom Role drop-down, select a role.


   3. To create a new role, click Create New Role.


   4. You can also add custom tags for the user. To create a custom tag, click Manage Tags.


   5. Click Save.
From a mobile device, click on Import Settings to re-import the latest changes made in the Admin Portal.

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