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