You can add users to your Easify account and assign them the appropriate role and permissions based on their responsibilities.
Add a New User
To add a user:
Go to Users > All Users from the left-hand menu.
Click Add User.
Enter the user's details, including their name, phone number, email address, and password.
Select the appropriate role and assign the required permissions.
Click Submit to create the user.
The new user will be added to the All Users list.
Need to change role permissions?
Go to Users > Roles and Permissions to customize the permissions available for each role. See Understanding User Roles and Permissions in Easify to learn more about roles, permissions, and access levels.
Manage Users
From Users > All Users, you can:
Click View next to a user to open and review their profile.
Use the status toggle to deactivate a user when they no longer need access to the account.
Tip: Assign the appropriate role and permissions when creating a user to ensure they have access only to the features they need.
Refer to the tutorial video below to learn how to add and manage users in Easify.