How to add Users and Assign Roles

Learn how to create a user and assign the relevant role to the user.

To create a user and assign a role:
  1. Click the User Management module on the left side pane.
    Figure 1. User Management Module


  2. Click the Add User button on the right.
  3. In the Add User window, do the following:
    1. Add the photo of the user.
    2. Enter the first name of the user in the First Name field.
    3. Enter the last name of the user in the Last Name field.
    4. Enter the title of the user in the Title field.
    5. Enter the mail id of the user in the Email field.
    6. Select the relevant role from the Roles drop down.
      Note: You can click the More Info icon to check the permissions assigned to the particular role.
      Figure 2. Check Permissions


    7. Select the user group from the User Group drop-down.
    8. Select the dates from the Valid From and Valid Through calendars.
    9. Select the plants from the Plant drop-down.
      Note: You can select more than one plant for a user. This enables the user to view rounds assigned to the user from multiple plants.
    10. Click the Save button.
    Figure 3. Add User Details


    User is created successfully and you can access the newly created user from the User Management screen.