User Management: How to Add, Edit, or Delete Users and Assign Specific Roles
USER MANAGEMENT: ADD, EDIT OR DELETE USERS AND ASSIGN SPECIFIC ROLES
Step 1: Overview of the Employees Section
To manage users effectively, start by navigating to the Employees section. This section is designed for creating new users and assigning them specific roles. Begin by locating the role you intend to create within this section. Once found, click on the "Add New Employee" button.
Step 2: Complete Employee Information
After clicking "Add New Employee," you will be prompted to fill in the necessary information for the new employee. This includes personal details, contact information, and payment information. Additionally, any relevant documents, such as identification or employment contracts, can be attached at this stage.
Step 3: Edit or Deactivate an Employee
Once an employee is created, their details can be edited by clicking the "Edit" button next to their name in the Employees section. This allows you to update their information as needed. If the employee is no longer active, you can deactivate them from this section as well.
Step 4: Change the Role of an Employee
To change an employee's role, go to the Role Manager section. Search for the current role assigned to the employee. Once located, select the employee and choose the new role from the available options. Click "Submit" to apply the changes.
Step 5: Review and Confirm Changes
After submitting the changes, review the updated information to ensure accuracy. Confirm that the new role has been correctly assigned and all other details are up-to-date. This final step ensures that the user management process is complete and accurate.
By following these steps, you can efficiently manage users, edit their details, and assign appropriate roles within the system.
Step 6. Video Tutorial
Watch the Video: For a visual guide on how to Manage Users, please watch the following videoRelated Articles
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