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Select Settings > Team to navigate to the User Management section from the main dashboard.
Click on the "Add new user" button to open the user creation form.
Fill in User Details:
Full First Name: Enter Required field for entering the first and last name of the useruser’s first name.
Last Name: Required field for entering the user’s last name.
Email Address: Provide a valid The email address .
Type: Select the appropriate type for the user from the dropdown menu.
Role: Select the appropriate role for the user from the dropdown menu.
Organisation unit: Choose the organisation unit the user belongs to.
Status: Set the user status (Active/Inactive).
used for account creation and notifications.
Username: Custom field allowing the assignment of a unique username for system access.
Office Phone: Optional field to enter the user’s office phone number.
Mobile Phone: Optional field for the user's mobile phone contact.
Timezone: The user’s timezone
Language: The user’s language
Status: Indicates if the user account is active or inactive.
List items per page: The numbed of list items displayed on each page.
Admin team member: If the user is an Admin team, this will be displayed here. Only Admins can update this setting.
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Notifications
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These are the email notifications users can choose to receive:
Document comments: Comments have been added to a document you added.
Review complete on my Document: Review has been completed.
These are the email notifications users with document review and approval rights can choose to receive:
New Document added: A document has been submitted for your review.
Request for approval of Document: The document has been reviewed and is now ready for your approval.
Approval or rejection of Document I reviewed: The document has been approved or rejected.
Weekly team comments digest: A weekly digest of review and approval comments
Send occasional marketing emails:
Unsubscribing:
Organization
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These are the Organization profile settings:
User Type: Dropdown to define the type of user (e.g., Strategist).
Role: Selects the user's role within the organization to determine access permissions.
Organization unit: Assigns a specific business unit within the organization.
These settings can only be edited by Admins and Data Compliance Admins
Reviewer: Review changes added by others.
Approver: Approve changes by others.
Save User
Click the “Add user” button to create the new user. The user will receive an email to complete the registration process.
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Notifications
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Organization
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Deleting a User
Locate the User: Use the search function to find the user you want to delete.
Open Delete Modal: Click on the "Delete" button next to the user's name.
Confirm Deletion: Confirm the action by clicking "Delete" in the confirmation modal. The user will be permanently removed from the system.
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