...
You can create the unlimited number of system users. Every employee in your company is then given a unique user name and a password that will be used for logging in the system. Every employee is also assigned with a role that will determine user’s rights in the system.
User roles
Upon creating a user profile, every user is assigned with a role. The role specifies the rights of a user and controls access to particular information in the system.
The following table describes the roles and rights of the users:
...
The main User roles settings:
| Table of Contents |
|---|
Creating New User Profile
On the Navigation menu, point to Company profile, and click Users. The Users page appears.
Click Create. The Create New User page appears:
Fill in the required information. The fields that are to be filled mandatory are marked with the * symbol.
Among others, please pay attention to the following boxes:
...
Depending on a tariff, certain limitations can be applied to the number of created users. If you have already reached the limit, you cannot add a new user. After clicking Create, you will see the respective message about this.
Uploading User Avatar
If you wish, you can customize user profiles with their avatars. To upload a user avatar,
...
Click Upload via link to expand the form.
Locate mouse pointer into the bar and enter the web-link.
Click Upload.
5. Click Save.
Uploading User Documents
You can upload and save different types of documents relating to a user profile, e.g. passport, photos, signatures, visas, etc. It helps you to store the information in the system and have the immediate access to the documents at any time.
To upload a new document,
...
Click Upload via link to expand the form.
Click Add. The URL bar appears.
Enter the location of the file on the Internet into the URL bar.
Click Upload. The file appears in the list of uploaded documents.
7. Click Save.
Browsing Users
After you have set up the profiles of the employees, you can view the list of created users organized in a list:
...
Browse the users of your network.
Add new users.
Change user details and roles.
Activate or inactivate users.
Download the list of users to your computer.
To download the list of created users to your computer as an Excel-file, on the Users page, click
The list of users will be downloaded to your computer in the XLS/XLSX format.
Deactivating Users
To restrict user's access to the system,
...