Once a project has been created you have to create users, user groups, assign roles and teams for project members who will be working in the project
The options to create Users, Role and Teams is available under Administration in the navigation pane
To create a new user, navigate to Users under administration
· Export user will download an excel file containing the list of users in the page.
· Search Bar helps in searching a particular user
· You can remove a particular user from the list by selecting the user and clicking on remove button
Click on to add a new user account. Add user dialog will show up. Fill in the details as required.
1. Drag and drop a file for the Profile avatar of the user.
2. Enter the Email ID and User Code unique to the user.
3. Enter the First name and the Last name of the user
4. The Admin of your organisation sets Password during user creation, which can be changed later by the individual user.
5. Enter the Start date and End date for the user account.
6. The Status button of the user is switched on to indicate permission into the project.
7. Toggling on Organization will give access to all the modules of the organization except user creation.
8. App Admin if toggled on will make the user an Admin and will have access to all the modules including User creation
9. Finally select the Team in which the user will be mapped from the teams listed in the drop-down menu.
10. Click on Create to finish creating a user
Note:
· Export user will download an excel file containing the list of users created under your organisation.
Click on against a role to edit or remove a User.
· Editing User Details: To edit a user's details, click on the Edit button.
· Removing a User: To remove a user from the list, select the user and click on the Remove button.
· Viewing Login History: To view a user's login history, select the user and navigate to the Login History section, which lists the entire login history of the selected user.
Once users of the organization are created, you Create User groups that can be used for workflows etc.
Click on User Groups tab under user and click on, Add User Group dialogue will open up
Enter a new or existing Group Name and Add users from your organization by searching and click Add Group to finish creating a new group.