You can add users by going to Admin > Users
In this page you'll see all the users in your Subscription. If you need to see inactive users, click on the tick box on the top right corner
You can use the search bar, add new users by clicking on + New User and open an existing user by clicking on the email field
Below is an overview of the fields you can define for your Users:
First Name, Last Name, Email and Role are required fields
You select from these weavr roles for each user:
- Administrator: This role has access to all areas of the product, including the Admin section. It is recommended that this role be delegated to members of the Reconciliation Team, and to have between 1-3 Admin users.
- Collaborator: This role can update / complete and approve Tasks and Progress Updates within their Business Units. This role is recommended for Business Unit Managers
- Light User: This role can update / complete Tasks delegated to that user. This role is recommended for members of your Business Units
To modify user details:
- Search the user's name on the search bar and click the email field to open the existing user's details:
- You will see the Update user page once you clicked the email field and you can start to modify the user's details then press the save button.
