Login to your account and go to Settings
Click on General→ Users. Go to "Bulk Upload" on the top right corner
Download the template
Fill in the user information that you want to add
Departments, entity, user level, etc. corresponding to users will be added as new departments
Each new department should have at least one user against it
- E.g. If you want to add Department 1 and Department 2, you need at least 2 users and two lines should be added to the excel sheet
Click on “Upload New”
Select the newly created file and upload
Pop up will say "1 row(s) has been successfully processed"
Click continue
New users, departments, entities, user level, business units are added to the system
To define or restrict access rights, select Roles from the General Settings.
Depending on a user's access level, you can define the access for each module of the platform. By default, all users have Employee access.
To make modifications, click on the Edit icon at the top of the screen, click on the drop-down option under reach role or module to make a change.
You can add individual members to whom these rules apply.
Finally, click Save to apply the changes.