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Settings are only available to users with the Administrator role.

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You can create, edit, or delete users in your system. Each user must be assigned a role, which determines what they can access and do.

Create a User:

1. On the Menu, go to the Settings page.

2. Click on Users, then select the Users tab.

   

3. Click ➕ Add User.

4. Fill in the required user details:

   • Name
   • Email

5. Set a Sign-In Type:

   • Google – The entered email must be a functioning Google account.
   • Password – You can assign a custom email. The system will auto-generate this and allow you to:
     • Set a Password
     • Confirm the Password

1. If the user should have full access to all data, check the box labeled Company Administrator.
2. If not, select an appropriate Role for the user.
3. Click Submit. The new user will be created and ready to sign in.

Edit a User:

1. In the Users list, find the user you want to update.

   

2. Click the ✏️ Edit button.

3. Make the necessary changes (e.g., update role, change email, change password).

4. Click Save Changes. A confirmation message will appear once the user is updated.

Next Step: Create and Manage Roles with Specific Permissions

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