Step-by-Step Guide:
Navigate to the Users List: From the Nutrogen dashboard, click "Users" on the left-hand menu and then select "Users List". (0:10)
Select The Staff Tab. Note there are distinct differences between adding users and Staff. For the purposes of this guide, you will click on the Staff menu.
Add New User: Click the "+ Add New User" button in the top right corner of the page. (0:47)
Select User Type:
If this is a Brand Admin, chose "Add Admin or Staff"(0:52)
This section of the process allows a user to log in and also manage staff within the systemFor general staff, select "User".
You will be prompted to select the branch that the new user is being attached to from a dropdown.
Basic Information Entry:
Follow the steps on the first screen to enter the User details: Name, contact phone number, and email address.
Follow the prompts on the next screen to update the address details of that new user, and to set their password. Note: You can also allow the users to set their password on first log-in. This means a temporary password will be sent to their email and will prompt a password reset upon their first use. (1:31)
Permission Tab (2:40): set the various module permissions for the user in relation to: User Management, Client Accounts, Finance, Nutrition, Branding or Notifications. As a note, these can only be changed based on a Client Staff designation.
Save Permission: Select either Save permission as User Role, or simply select Create. This will add the new member to your staff list, giving them access to the specified modules. (3:44)
The new user’s role will then be updated and displayed with an email notification being sent to them confirming their details.
By following these steps, you can add new staff members to your Nutrogen account and manage their access to various modules, providing the right level of control and support for your team.