What Is a User?
A User is an individual login account with:
- Email address
- Assigned role
- Access scope (organization/company/branch level)
Each user operates independently, even within the same organization.
Creating a User
To create a new user:
- Go to Settings → Users
- Click Add User
- Enter:
- Full Name
- Phone Number
- User Status
- User Image
- Role
Next, choose an organization that will be assigned to the user.
The user will receive login credentials or an activation invitation.
Note
While adding a user, the password can be set or an invitation can be sent to the user.
User Status
Users may have different statuses such as:
- Active – can access the system
- Inactive – access disabled
Inactive users cannot log in but remain in records for audit purposes.
Best Practices
Professional Hint
- Avoid sharing accounts between employees
- Assign least-privilege access
- Deactivate users immediately when they leave
Related Topics
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