Adding User

Before Save: Return to the previous page without saving.
After Save: Return to the previous page.

The User Module enables the addition of users and management of their roles and access levels within the system.

1. Adding a User and Assigning/Managing Roles

To onboard a new user and assign roles, follow these steps:

Profile Upload:
Click on the profile edit icon to upload the user’s profile picture.
First Name:
Enter the user’s first name.
Last Name:
Enter the user’s last name.
Email:
Provide the user’s email address.
Branch:
Select the relevant branch from the dropdown menu. This will list all branches within the company.
Role:
Choose the appropriate role for the user from the predefined roles listed in the dropdown menu.
Is Admin:
- Check this box if the user is to be designated as an administrator.
- Once selected, the Role dropdown will become disabled, as administrators are granted universal access by default.

Click the Save button to finalize the creation and assignment of the user.
By completing these steps, you can successfully onboard a new user, assigning them roles and managing their access levels against the company and branch.