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Create User and Assign Role
The guide here provides steps to create a new user and assign a role. This process is typically done by the Administrator.
The user should have an Administrator role.
- 1.Navigate to Settings using the menu bar.
- 2.Click on Users & Companies and then select Users to reach user's list view page.
- 3.Click on the Create button to reach user creation page.
- 4.Email: Provide a valid email Id. The invitation email will be sent to this Id.
- 5.Select the role for a user from the OpenG2P module access section.
- 6.Once the user is saved it will be listed under the user list view page and the invitation mail will be triggered.