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How do I manage users?

As an admin, you can create, edit, and delete as many users as needed in the software. You can also assign them various roles and permissions.

 

Adding Users

  1. Navigate to "Administration > Users" to access the overview of all users in your software.
  2. Click "Add User". A new page will open.
  3. Enter all the basic information.
  4. (Optional): Assign roles in the "Roles" section.
    • Click "+ Add Role" to select one or more roles for the user, such as ADMIN (Administrator) or USER (Location User).
  5. Depending on the assigned role, you can restrict access rights to specific areas by selecting them from the drop-down menu:
    • Admins have access to all areas of the software (entire tenant).
    • Location Users can either be granted access to all areas (entire tenant) or restricted to specific companies, locations, and/or service points.
  6. Confirm your selection by clicking "Save". The assigned roles will appear in the user's information overview. You can change these roles at any time by selecting "Edit".

💡 Note: Assigning roles is optional at first. You can do this later as needed. This allows you to create users and share login credentials before assigning roles.

Setting a Password

  1. To set a password, click "Edit" in the user's information overview.
  2. Click "Change Password" to set a password.
    • Note: The password must be at least four characters long.
  3. Confirm your input by clicking "Save".

💡 Note: You cannot set a password if you are using SSO. (What is SSO?)