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Overview

You can create new users and assign them roles that control what they can see and do. Available roles include Admin, Standard, Client, Financial, and RF, each with different permission levels.
1

Access the Users section

From the sidebar, click Users. You will see a list of all current users with their ID number, name, and email address. If this is your first login, only your details will appear.
2

Add a new user

Click the +Add User button to open the user creation form.
3

Complete the user details

Fill in the following fields:
  • Email — the user’s email address
  • Name — the user’s full name
  • Role — select a role from the dropdown (Admin, Standard, Client, Financial, or RF)
4

Save the user

Click Save. The new user will appear in the Users screen.
You can edit a user’s details or change their role at any time by selecting their profile from the Users screen.
Go to the Users screen, select the user, and choose the option to delete or deactivate them.
The Admin role has the highest level of access, including the ability to manage users, settings, and reports.