How-to guides
Create & Edit Users
Create & Edit Users
Updated 2026-08-17
Create a New User
- Hover on the Administration icon on the left navigation bar of the home screen.
- Select Organizations from the options displayed under the Administration icon.
- Click on the organization name from the organization list.
- On the organization view screen navigate to the Users list and click on + Add User displayed above the Users list on the right side.
- On the Add User screen fill in the user details as shown in the table below
| Field Name | Description |
|---|---|
| Full Name | Enter the full name of the user to be added |
| Email Address | Enter the email id of the User |
| Phone Number | Enter the contact details of the User |
| User Type | General User-A General User will be given access to Tenants based on the Roles assigned. Organization Administrator- An Organization Administrator will be able to manage all users for that organization. They can also be given access to Tenants based on the Roles assigned. |
- Click Save to add a new user to the organization's User list.
Edit a User
- Hover on the Administration icon on the left navigation bar of the home screen.
- Select Organizations from the options displayed under the Administration icon.
- Click on the organization name from the organization list.
- On the organization view screen navigate to the Users list and click on the user name to view user details.
- Click on Edit at the bottom right corner.
- Modify user details as required.
| Field Name | Description |
|---|---|
| Full Name | Enter the full name of the user to be added |
| Email Address | Enter the email id of the User |
| Phone Number | Enter the contact details of the User |
| User Type | General User-A General User will be given access to Tenants based on the Roles assigned.Organization Administrator- An Organization Administrator will be able to manage all users for that organization. They can also be given access to Tenants based on the Roles assigned. |
- Validate the user details and click Save on the bottom right corner to update user details.
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