How to Add a New User

1. Click on 'Menu' icon

2. Go to "User Settings

3. Click on Add User

4. Enter User’s First Name & Last Name

5. Enter a valid Email address

This email will be used as the user's login ID.

6. Set a Secure Password

Create a password that meets the following criteria:

• Minimum 8 characters long

• Contains at least one uppercase letter (A–Z)

• Contains at least one lowercase letter (a–z)

• Contains at least one digit (0–9)

7. Select User Role

Choose an appropriate role for user:

• Global Admin – Best for business owners and company administrators

• Application Admin – Best for managing users and teams

• User – Best for interacting with app features & functionalities

8. Select User

9. Click on Submit

10. User added successfully