User Registration Guide

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Registering Users in the System

In the Users tab, you can manage all members and edit their details/information.

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Add Users

Add users to the application by inviting them via email. Users will be added upon acceptance through the registration process.

Note: User status and role can be modified at any time (active/inactive, admin/trainer/trainee). Users who have not logged into the application at least once will be in pending status.

Steps to Add a New User:

1. Log in to the system.
2. Navigate to the Users option in the sidebar.
3. Click on the “Add User” button.
4. Fill in mandatory fields such as First Name, Last Name, Email, User Role (Admin, Trainer, or Trainee), and Department (select from the predefined departments in the master setup).
5. Click the “Submit” button.
6. After clicking on Submit, the user will receive an email including login credentials for accessing the application.

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Import Users Using .CSV File

Import application members by creating a new CSV file and following the specified format.

Steps to Import Users:

1. Create a new CSV sheet with headers: FirstName, MiddleName, LastName, Email, MobileNumber, Role, Department, and Designation.
2. Log in to the system.
3. Navigate to the Users option in the sidebar.
4. Click on the “Add User” button.
5. Choose “Import Users” and select the CSV file.
6. Once imported, users will be added to the application and an email will be sent to their respective email addresses.

Note: You can download the sample CSV file.

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Master Setup

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Adding Department

1. Login to the System:

   • Access the system using your admin credentials. Navigate to the login page using the provided URL.

2. Access Admin Settings:

   • Once logged in, locate and access the admin settings section.

3. Navigate to Departments:

   • Within the admin settings, locate the option for managing departments.

4. Add New Department:

   • Look for an option to add a new department and click on it. This action should open a form or dialog box where you can input the details of the new department.

5. Enter Department Details:

   • In the form provided, enter the necessary details for the new department. This typically includes the department name, description.

6. Save Changes:

   • After entering the department details, save your changes. This action may be labeled as “Save,” “Add Department,” or similar.

7. Optional: Edit or Delete Departments: Use these options as needed to manage your application’s department structure.

By following these steps, you can add departments to the master setup of your application, enabling you to link them with users during the registration process or for organizational structuring purposes.