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On the Navigation menu, point to Company profile, and click Users. The Users page appears.
Click Create. The Create New User page appears:
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3. 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:
Role: the role determines the rights of a user in the system. For more information, please read section User Roles.
Login: once created it cannot be changed.
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Please pay attention that for logging in the system a user needs to enter a company code (alias), a user name and a password. |
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On the Navigation menu, point to Company profile, and click Users.
Open the required user profile and click Edit at the bottom of the page to switch to editing mode.
To upload avatar from your PC,
In the Upload file form, click Add.
Browse to the picture you want to upload.
To upload an avatar from an external web-source,
Click Upload via link to expand the form.
Locate mouse pointer into the bar and enter the web-link.
Click Upload, then Save.
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On the Navigation menu, point to Company profile and click Users.
Select the user for whom you need to upload a document, and the click Documents.
On the Documents tab, click Upload. The Upload New Document window appears:
Specify the following information:
Document type. Specify the type of the document being uploaded: signature of file, birth certificate, medical certificate, passport, photo, questionnaire, visa, letter of attorney or other.
Validity period. Specify the starting and ending dates of validity of the document being uploaded.
To upload a file from your PC,
In the Upload file group, click Add.
Browse to the document you want to upload.
Click Open.
To upload a file from the external web-source,
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.
Click Save.
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