How to create a user
This guide offers a quick overview of how to create users.
Steps:
- Open the web portal and log in.
- Navigate to the Settings tab, then select the Users sub-tab. Click on the + button.
- "Create user" form will be displayed.
- Name (Enter user name).
- 'Prefix'(Enter country code) and 'Phone number'(Enter remaining digits of the phone number)
- Email (Enter user email).
- Select Set password checkbox, enter a password in the field. If unchecked, an auto-generated password will be emailed to the user. Custom password must meet criteria.
- Select desired role checkboxes. Multiple roles can be assigned to a user. Refer to the roles article for more information.
- Basic user: Understanding the basic user roles
- Dispatcher: Understanding the dispatcher roles
- Driver: Understanding the driver roles
- Select Send email checkbox to send custom password to user via email (Please note that this assumes you have entered a custom password).
- Click Save button to create the user.
Updated on: 15/05/2024
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