Setting Up Multiple Users and Roles on the Platform

User Management

To efficiently manage multiple users and roles on the platform, follow these steps:

1. Login

1. Log in to Your Account:
2. Access your account using your credentials.
3. Navigate to User Management:
4. On the left navigation bar, click on “User Management”.

2. User Roles

1. Access User Roles:
2. In the User Management section, find options to manage both users and roles.
3. Role Setup:
4. Click on “Role” to view existing roles and their permissions.
5. To edit a role, click on the edit icon.
6. To delete a role, click on the delete icon.
7. Creating a New Role:
8. Click on the add icon to create a new role.
9. Enter the desired role name.
10. Select the main module for which this role is intended.
11. Set the specific permissions for this role.
12. Click “Save” to finalize the new role creation.

3. Managing Users

1. Access Users:
2. Click on “User” to see the list of existing users.
3. Adding a New User:
4. Click on the add icon.
5. Enter the user’s details: name, email address, and select the role to assign.
6. Fill in any additional required information.
7. Click “Save” to create the new user.
8. Editing and Managing Users:
9. On the users’ screen, you can:
10. Edit user details by clicking on the edit icon.
11. Delete a user by clicking on the delete icon.
12. Reset a user’s password if necessary.

Conclusion

By setting up and managing users and roles effectively, you ensure that each team member has appropriate permissions and access. This organization enhances efficiency and control within your platform, leading to streamlined operations and a well-managed environment.