How to create a user account in Suvit?
You can manage your work efficiently by creating user accounts and providing them with specific access
User Account Creation Guide
Step 1: Sign In to Suvit with the Primary Account
- Sign into Suvit using your Primary Account (Main Account).
Step 2: Navigate to User Management
- Click on User from the left menu.
Step 3: Add a New User
- Go to User Management → User List → Add User.
Step 4: Fill in User Details
- Enter the following information:
- First Name & Last Name: Enter the user's name.
- Email / Mobile: Ensure the email ID and mobile number are unique and not the same as the Primary Account.
- Password: You can either use a system-generated password or create your own. Passwords can contain letters, numbers, and symbols.
Step 5: Assign Role
- Assign the role you have created for the user.
(If you haven't created any role yet Click Here to learn how to create a new role).
Step 6: Assign Company
- Assign the companies you want to link with the user. If you wish to assign all companies, you can leave this field blank.
Step 7: Add the User
- After filling in all the details, click "Add User".
Step 8: Share User Credentials
- A confirmation pop-up will appear with the message "User Added Successfully".
- Click on Copy Info and share the username and password with your client. Now your user is ready to use Suvit with their credentials.
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