Users

Understanding Users

Manage user accounts using the navigation menu.

Create a User

To create a new user, follow the steps outlined in the user creation form, divided into two main sections: Access Control and Personal Information.

Access Control

Complete all required fields to define the user’s access level:

• User Email: Enter the user’s email address.
• Role: Assign a role to define permissions and access.
• Leases: Specify leases the user can access.
• Active: Toggle this option to enable or disable the user’s account.
  • Uncheck to disable the user from any type of access.
• Portal Access: Check this box to allow the user to access the web portal.
• Mobile Access: Check this box to enable access to the mobile application.

Personal Information

Provide basic information about the user:

• First Name: Enter the user’s first name.
• Last Name: Enter the user’s last name.

Only the first and last name are required fields in this section, ensuring minimal data entry for quick user setup.