How to onboard Users and Assign Roles

Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.

Once the Innovapptive Admin create the admin role and hand over it to you, as an onboarded tenant/super admin, you can create roles required for the CBO application such as Manager, Supervisor, Developer, and so on, create users and assign the relevant roles and permissions to the modules available in the application.

In this module, you can,
  • Search users using the Search bar.
  • Create users using the Add User button.
  • Sort the values such as User, Role, Email, and Created AT using the Sort icon next to the columns.
  • Group the roles using the More icon > Group Rows by this Column option next to the Role column.
  • Edit the users using the More icon > Edit option.
  • Deactivate users using the More icon > Deactivate option or you can deactivate all the users at a time by selecting the check box and then selecting the More icon > Deactivate option on the right.
  • You can see the active users by accessing the Active Users sub-module and inactive users by accessing the Inactive Users sub-module on the left-side pane.
Note: You cannot edit or deactivate the user if the role is Super Admin.