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How to Add a New End User to a Branch in Nutrogen

This guide provides Nutrogen Customer Admins with clear instructions on how to add a new end-user to a specific branch within the platform

Updated over a month ago

Step-by-Step Guide:

  1. Navigate to the Branches List: From the main menu, click Branches -> Branches List. (Screenshot at 0:00 shows the Branches Menu and Branches list prompt)

  2. (Alternative Method): From the main menu, click Users -> Users List. Screenshot at 0:24, the "user list prompt"

  3. Click “Add New User’ to the right. (Screenshot at: 0:30)

  4. Selecting a Branch, two methods:

    • Select the "Add New User" Prompt(Screenshots @ 0:05), you will navigate next to select a client and branch for the end user
      (OR)
      Navigate instead to "Users List" under the "Users" Menu (Screenshot at 0:24). And select "+" Add New User then select a client and branch to complete your step.

  5. Select Branch

    The “create password button" will be selected to make sure the "end user" receives their own separate temporary generated password

    • Fill the new User Data into the Profile: First Name, Last Name, Contact number and Email Address (Screenshot at 0:55).

    • Select Joining Dates, Dates of Birth and the user's gender

    • Select that their User can decide their new password if needed

  6. Add Profile Information :

    • Upload A Photo, which shows "The image must be 3MB and no more than (Screenshot at 1:38)

    • Complete the information that is needed

  7. Select Allow the user to change the password in their own account (1:33)

  8. In order to have the most accurate nutritional data, add height and weight

  9. Select Goals and Meals (Screenshot 2:20).

    • This is an automatic feature that will provide better benefits in terms of the program overall! (2:20)

    • All information is needed by the AI tool in order to use it. (2:20).

  10. You will be given 3 options (Screenshot at 2:53)
    - skip package plain

  11. Click The Button Add User or Edit user. Then click Finish (screenshot 2:35)

  12. If a plan needs to be selected by you, the end user may not have that permission at that time (2:40). The user has not been Added (2:54)

Keywords: Adding end users, branch users, user management, adding a new user, custom, user settings, Nutrogen, user roles, user permissions

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