Manage Organization and Users
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      1. KNOWLEDGE BASE
      2. USER MANAGEMENT & ACCESS CONTROL
      3. Manage Organization and Users

      Create & Edit Users

      Create a New User

      1. Hover on the Administration icon on the left navigation bar of the home screen. 
      2. Select Organizations from the options displayed under the Administration icon. 
      3. Click on the organization name from the organization list.
      4. On the organization view screen navigate to the Users list and click on + Add User displayed above the Users list on the right side. 
      5. On the Add User screen fill in the user details as shown in the table below
         

        Field Name 

        Description 

        Full Name 

        Enter the full name of the user to be added

        Email Address

        Enter the email id of the User

        Phone Number 

        Enter the contact details of the User

        User Type 
        • General User- A General User will be given access to Tenants based on the Roles assigned.
        • Organization Administrator-  An Organization Administrator will be able to manage all users for that organization.  They can also be given access to Tenants based on the Roles assigned.
      6. Click Save to add a new user to the organization’s User list.


      Edit a User

      1. Hover on the Administration icon on the left navigation bar of the home screen. 
      2. Select Organizations from the options displayed under the Administration icon. 
      3. Click on the organization name from the organization list.
      4. On the organization view screen navigate to the Users list and click on the user name to view user details. 
      5. Click on Edit at the bottom right corner.
      6. Modify user details as required.

        Field Name 

        Description 

        Full Name 

        Enter the full name of the user to be added

        Email Address

        Enter the email id of the User

        Phone Number 

        Enter the contact details of the User

        User Type 
        • General User- A General User will be given access to Tenants based on the Roles assigned.
        • Organization Administrator-  An Organization Administrator will be able to manage all users for that organization.  They can also be given access to Tenants based on the Roles assigned.
      7. Validate the user details and click Save on the bottom right corner to update user details.