How to Create a New User

To add a new team member to the system, follow these steps:

1. Navigate to the User List
   
   Log in to your dashboard and look for the User Management section on the left sidebar. Click on User List.
   
   
2. Initiate Creation
   
   Once in the User List view, locate the buttons on the left side of the interface. Click the Create User button.
   
   
3. Fill in User Details
   
   The “Create User” form will appear. Enter the required information for the new team member:
   
   • First & Last Name
   • Email Address (This will be their login ID)
   • Phone Number
   • Designation (e.g., Manager, Sales Exec)
   • Password

   

4. Finalize Account
   
   After filling in the details and setting the Role (see the Roles & Permissions guide for more details), click the Create button at the bottom of the form.
   
   
5. Verify User Creation
   
   Once created, you will be redirected to the Active User list. You can confirm the action was successful by locating the new user in the list as shown below.