Purpose
On the Users List page, the New User feature allows you to add a new user to your facility effortlessly.
What can you do with it?
The New User function empowers you to expand your facility's team by bringing on new members with ease. Whether you're welcoming a new colleague or assigning roles, this tool streamlines the process, ensuring everyone is up and running smoothly.
How is it done?
Navigate to the Users List page.
Click on New User.
Enter Email: Ensure you input a valid email, critical for communication and account activation.
Fill in First Name: Provide the new user's first name for personalization.
Complete Last Name: Add the last name to ensure proper identification.
Specify Job Title: Add context to the new user’s role within your organization.
Assign Role:
Select from Admin, Member, Dashboard, or Custom Roles.
Choose wisely, as roles determine the permissions and access levels within the system.
Important Considerations
Capturing a valid email is essential for system integration and consistent communication.
Providing complete name information ensures clarity within your team.
Thoughtfully assign roles, as this shapes the user’s experience and contribution within your organization.
Best Practices
Verify email addresses before submission to avoid delays in activation.
Keep user information up to date for a seamless operating environment.
Regularly review roles and permissions to maintain optimal data security and user access.
With these tools and tips, you'll effortlessly manage and expand your team's capabilities within Elevated Signals.