User Login Creation Help File

Created by Yogashree MP, Modified on Fri, 22 Aug at 9:58 AM by Mahesh Narala

Step 1: Navigate to Settings

Log in to the application.
From the Menu, click on Settings > Company Setup.
Select the Users option to create a new user login.

Step 2: Add New User

In the User section, click on the “+ (Add)” symbol.
A new form will open to create the user login.

Step 3: Enter User Details

Fill in all mandatory fields such as:
- Employee Full Name
- Email ID / UserID
- Mobile No.
- Reporting Manager
Map the user access Role based on the role and responsibilities.

Step 4: Save User

After filling in the details, click on Save.
The newly created user will now appear in the User List.

Step 5: Edit & Invite User

From the User List, select the created user.
Click on Edit Details if any changes are required.
Click on Invite User to send login credentials via email.

Step 6: User Login Access

The invited user will receive an email with login credentials.
The user can now log in with OTP and create new password.