Add new user
Your ability to add new users is governed by your role. CLICK HERE to learn more about roles.
Add new users by clicking on the "+" icon in the portal menu.
You can choose between Creating the user manually, or through one of your directories created under "Integration" - "Directories and Calendars"
When choosing to manually create a user you need to fill in their info such as name, contacts and additional information about their role in the company.
Check 'System user' if the account you are creating is a service account used to set up a calendar integration.
Assign roles to the user if you want to give them access to the Flowscape portal. More information regarding roles can be found here.
You can edit by clicking the user. This will open the edit menu.
Here you can see everything you can change in the user's info:
- User info: Change the user's first and last name, their title in the company, their department, etc.
- E-mail: Use this to log into the system.
- User role: The purpose of the roles is to allow many different users to collaborate and interact in the same system.
Note that if the account is a Microsoft or Google account, you cannot change the name or email. However, you can always modify the role of a user, whether they are active and whether they are a system user or not.
Click “Update” to confirm changes.