Adding a new user
Click on “New” at bottom of page. You will then be presented with the following pop-up window.
Recommended Managing Company – select from dropdown
Primary Role– select user responsibility from dropdown, you can select multiple roles
Name - describe the product
Surname – must be filled in
Email Address– must be filled in
Mobile Number – must be filled in
Email Verified - tick if valid email address
Editing an existing user
Click on “Edit” at bottom of page. First select a user you wish to edit. You will then be presented with the following pop-up window.
Recommended Managing Company – select from dropdown
Primary Role (linked to Role Management)– select user responsibility from dropdown, you can select multiple roles
Name - describe the product
Surname – must be filled in
Email Address– must be filled in
Mobile Number – must be filled in
Reset Password – read command prompt carefully
Email Verified - tick if valid email address
Invalidate User – read command prompt carefully
Manage agent users
Click on “Manage agent users” at bottom right of page. This will allow you to assign controllers to a planner. Select user from the dropdown (this will only give you users that have been identified as controllers). You can only assign one user at a time. Click “Save” after each instance.
Show disabled users
Click on “Show disabled users” at bottom right of page. This will show you all users who are no longer active