How To Create New User and Set Roles for Users (New Vers.)

How To Create New User and Set Roles for Users (New Vers.)

You can add a new user, set a password or select role for a user. Total number of users is depending on the plan you subscribe.

1. Click on My Users

2. Click on Add New

3. Enter Name

4. Enter Email

5. Click on Biztory ID

6. Enter contact information

7. Select a branch

8. Choose user permission

(For more information on roles & permissions, please refer to: How to Create Roles & Permission for your Users?)

9. Choose report permission

10. Choose notification settings for in-app and/or email

11. Toggle Read Only (optional)

12. Toggle Sharing view (optional)

13. Toggle Subscribe to Sales Target Email (optional)

14. Choose a language

15. Click on Save