User Management

Create and manage users, assign groups, and simplify system administration.  


User Management provides a centralized, efficient way to create, organize, and control user access levels, keeping the system secure and easy to administer.


How it Works

  1. Navigate to Admin Center > Company > Users
  2. Click Add to create a new user.
  3. Define User Details: Enter required information, including email, first name, and last name. 
  4. Set Access Level: Choose the appropriate access level for the user: Administrator, Standard User, or Read-Only. 
  5. Assign Groups: Organize users into groups to streamline permissions and control access to various areas of the system. 
  6. Set Language & Timezone: Configure the user’s preferred language and timezone for accurate system display and notifications. 
  7. Save the User: Click Save to finalize the user setup.
  8. Review & Edit: Optionally, you can later edit the user to update details, change permissions, or add/remove group assignments.