Add Users

Add Users

To add users to the application:
  1. Click the Users option under the Users and Control section of the Settings page.

  2. Click the Add Users button. The Add Users tab appears.
    1. If there are no existing users, the page will appear as shown below:

    2. If other users have already been added, a list of the users will be displayed. To add a user click the Add user button at the right side of the page.

  3. The users can be assign three different permissions: Read, Write, and Custom.

    1. To add a user with Read permission, click the Read button.

      In the next page, enter the email address of the user and the invitation message. Then click Share.

    2. To add a user with Write permission, click the Write button.

      In the next page, enter the email address of the user and the invitation message. Then click Share.

    3. To create a custom permission, click the Custom button.

      In the next page, enter the profile name and choose specific permissions such as access,view, etc. per your requirements. Then click Next.

      Enter the email address of the user and the invitation message. Then click Share.

    4. The new users will now be displayed in the users page.

  4. To import users from a file, click the  button next to the Add users button.

    In the drop down list that appears, click Import users

    In the next page, you can drag and drop or browse for the file containing the details of users.

    Now choose the type of the permission and click Save.

    The users will now be displayed in the Users page.

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