Home Create a new user

1. Click on 9-dot menu > User Settings

2. Click on the plus icon to start creating a new user

   Open

   

3. Fill in the Personal details (mandatory fields have a * in their labels) and click on the ‘Next' button

   1. First name and Last name are mandatory

   2. The username is the email

   3. You choose the country code from the dropdown and fill in the remaining digits of the phone number

   4. Alternative email is optional

      Open

      

       

4. Choose Address (all the fields are optional except the country field that cannot be left blank, as it’s pre-selected based on the country of the user who is creating a new user), then click on the ‘Next’ button

5. Update the profile of the user you are creating, and click on the ‘Next’ button

   1. Job Title is optional

   2. Manager’s email is mandatory and should be a working email

   3. Department is optional

   4. Password is mandatory, and in the below screenshot, you can see the password criteria. You don't need to use the predefined password, you can type in something like Test@12345

6. Update the location that this new user will be assigned to, and click on the ‘Next’ button

   1. Location level one is mandatory, here you select your NGU

   2. Location level two is mandatory, here you select the shop

   3. Allowed entities are optional, and it’s not needed in MVP, which is why you won't find anything to select

7. Assign the roles to the new user, then click on the ‘Next’ button

   1. Choose the ‘Main role’ as it is mandatory, in MVP, use only one of the 3 MVP roles (MVP Basic, MVP Senior, and MVP Admin)

   2. Additional roles field is optional, and it’s not needed in MVP. Do not add additional roles

8. Summary: Review the details you have added to the user

   1. The previous button is used when you want to change something before you create the user

   2. The reset button is used to reset everything that you have already added

   3. And you can cancel this flow by clicking on the X icon on the top right of the page

   4. Creating new user button is used to create the user

9. You will be notified if everything was successfully created. If something is wrong, you will get the red cross(es) not the green tick(s).

10. Click on Copy button, so that you can have the details, you can share with the newly created user

Here are the copied details, to be shared with the user:

First name: Jacques
Last name: New Senior
Username: jacques.newsenior@bboxx.co.uk
Password: xu#Fnmkero

First steps for the newly created user

It’s mandatory that the newly created user changes the default password before he logs in.

1. Log in Pulse

2. You get the warning, asking you to change the password, then add the default password