To access user management features, click on your profile icon in the top right corner of the dashboard. This will open a menu where you can see your account and select Team Members.
In the All Users section, you'll find information on all team members.
- Search Bar: Quickly find users by typing their name or email in the search field.
- Sections: You can filter users by roles, departments, and their activation status using the dropdown menus.
- You can download the report and add users from here.
- Download Report: Export a report of users.
- Add User: Click this button to start the user addition process. A form will appear, prompting you to enter the following details:
Enter the below details:
- User Name: Enter the new user's name.
- User Email: Enter the user's email address.
- Role: Select the appropriate role from the dropdown menu.
- Department: Choose a department from the dropdown menu.
- Phone: You can optionally add the user's phone number.
- After filling in the details, click Send Invite to invite the user to join our platform.
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