Add a new user
Add users individually and assign permissions to perfom tasks
Here, you can assign various roles to your users. These roles define the different job functions and access each of your user will have on the saaslogic site. A role allows a user certain specific functionality within your saaslogic application so that they can perform a single task or a set of tasks.
Here, you can view added user's details like First name, Last name and E-mail.
TO CREATE A NEW USER
Navigate to Users menu to add/delete and modify your users.
You can add different users individually using +New User.
Add a new user by entering the details like – First Name, Last Name, Email Address and Phone Number.
Assign them roles from among those predefined by saaslogic. These roles can be given depending on their expertise.
Each of these roles have only certain access to the saaslogic application.
Certain users in saaslogic will be given the total rights or full access to the application. Such users are called admins in saaslogic.
Created user will receive an email with login credentials to activate their account. This account will remain pending untill the account is activated. The temporary password that the user receives will remain active only for one day and so the user has to change this password to a permanent one within the stipulated time.
Pre-defined saaslogic roles are the permissions granted to users to access certain features of the application during the role creation process.
Click on Save and the new user details will be listed under the Users menu.
A user in saaslogic can be assigned more than one role. i.e a user can be both a finance executive as well as a customer support user and they will have access to the functionalities available for both user roles.
The profile of each user can be Edited or Deactivated at any time by using the respective icons against each listed user.
The edit icon will help you edit all the details that you just entered. Once the editing is done and the new details are saved, the changes will be reflected under that particular user’s details listed under the ‘USERS’ menu.
You can edit all details except the email address.
Finally, you have onboarded your users to the saaslogic platform.
