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Settings - Users & Roles

Users:

The users tab will give you a list of all user names, Contact Number, Roles they are are, User Status (Active / Inactive), etc.

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Actions: 

From action button Admin can:

  •  "Make the user Inactive" or "Change his role". for an Active User Status.
  • "Make the user Active" for an Inactive User Status.

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Upon changing his role, the user will receive an email indicating that his role has been changed.

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At the same time, the following message will pop-up - "User Roles Updated Successfully".

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Invite Users:

Go to Settings> Users & Roles> Users > Invite User 

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  • You can fill details like First Name, Last Name, Email & Role to invite user(s) 
  • You can also bulk invite users - Click on Bulk Upload, a new window will appear.
  • Click on "Download Template" in this new window.

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Your Template file will be downloaded with necessary headers.

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On the same window - select "Choose File" and select the filled Template file from your local folder. Users will be bulk uploaded.

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Download Users:

One can download all user details via Download Excel Button

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You will be prompted to save this File in your Local Folder:

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The sheet will contains the following details:

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Filter Users:

One can filter users via User Names, User Status & by their Roles:

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Roles:

 

 

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