To create a new user:
- In the main menu, head to User Management > Users.
- Select [NEW USER].
In the New User page, enter the following:
- Name: Enter the users name.
- Login Email Address: Enter the users email address. This will also be the users login.
- User Role: Select the User Role to determine the users level of access.
- Default Site: Select which site the user will access when first logging in. (More sites added later.)
Additionally, the following can also be entered if required:
- Contact Number: Enter the users contact number.
- Default Like For Like Dashboard Date: Specify whether the users Like For Like Dashboard will default to Today or Yesterday when first accessing it.
- Session Timeout: Specify how many minutes until the user gets logged out automatically when inactive in Centegra plus. (Default is 30 minutes.)
Once all settings are defined, select [SAVE].
At this point, the new user will be sent an email from noreply@centegraplus.com which contains a link inviting them to access Centegra Plus for the first time and set up their own password. This link is valid for 7 days, and can be resent from within the users account if required as covered in This Article.
Now that the new user is created and has access to the one site set as the Default Site above. If required, you can add more sites to the users access:
- Select the Site Access tab and then select [SHOW ALL SITES] to see all sites that you as a user administrator have access to.
- Enable the checkbox in the Access Allowed column against the relevant site(s), then select [SAVE].
Note that the site shown with an orange checkbox is the one defined as the users default site.
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