How to Add a Sub User in the System?

How to Add a Sub User in the System?

Adding sub users to your system is essential for managing roles and access efficiently. Here’s a step-by-step guide on how to add a sub user:

Step 1: Access Configuration Settings

  1. Click on the Configuration button located at the top right corner of your screen.

Step 2: Navigate to Sub Users

  1. Navigate to the left menu and from the General section, click on Account Settings.
  2. From the dropdown menu, click on Sub Users.

Step 3: Add New Sub User

  1. You will be directed to the Sub User Overview page. Click on the Add New button.

  2. Enter the following details:

    • Name
    • Email
    • Company
    • User Type

  3. You can also upload a profile picture by clicking on Upload File.

  4. Click on the Save button to add the sub user to the system.


Step 4: Manage Sub Users

  1. You can manage their account by clicking on the three dots next to their name. From here, you can:

    • Edit the user's details
    • Send an activation email
    • Deactivate the account

  2. You can also check the status of accounts (Active, Inactive, Suspended) from the Active menu button.


By following these steps, you can efficiently add and manage sub users in your system, ensuring appropriate access and roles are maintained.


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