Customer's Users

Here, we assign users their roles

Once you have successfully added all the details of your customers, including their address and point of contact, you can go ahead and add the different users for your customer. This can be done by clicking on the +New User button.

This is seen when you click the Manage drop-down in the customer listing page. Click on the Users link to go to the window where you can add a new user.

Here, the users will be listed in a grid with their First Name, Last Name and Email.

Here, you can also view the navigation details to this page and the name of the customer against whom the users are being added.

In the New User flyout, add all the basic details of your user along with the role that you will be assigning them.

The Roles are already defined here and all you to do is to choose the right one for your User.

Click on Save and the new user details will appear in the grid in the User tab.

The User details can be edited at any point of time by clicking on the Edit icon placed against the details of each user.

This Edit icon will take you to a page where you can edit certain fields like First Name, Last Name, and the role assigned.

However, you cannot edit the Email ID. Once you are done with editing the details, you can go ahead and click on Save and now you will see the updated details displayed in the user list.

A user that is deactivated using the delete icon will continue to be listed in the user page but for such a user the delete and deactivate icon will not be visible against their profile. Hence, this user cannot be once again deactivated or deleted here but can be activated from the user profile using the activate button.