To create a new user, head to the "User Management" tab when in the Company Admin account.
Now select the "Create New User" button to create a new user and add to the company user list.
The following information is required to create a user account:
- First Name
- Last Name
- Email Address
- Job Role
Once all the information has been entered you can move on by selecting the "Continue" button.
The next step is to give the company user access to the relevant work categories, assign a role and set the activation status for the account.
TIP: If a user requires all trade groups, use the Cntrl + A keys to select all.
Finally, the user permissions should be reviewed and set for the company user. Once all of the details and permissions are in place, to create the new Company User, select "Compelte account setup" at the bottom right.
The user account will now be displayed within the User Management Dashboard.
The user will then recieve an email inviting them to complete the account setup. There is an "invite" button within their actions to resend this invitation if the user loses or deletes the original email.
NOTE: This email can end up in the Junk Folder, please advise the user to check this folder if they cannot find the email.