How to Create a New User in the RazorERP Client Portal
How to Create a New User in the RazorERP Client Portal
In order to create a new user, log into the client portal and ensure you have the necessary privileges
Go to companyname.razorerp.com/portal
1. Introduction
2. Click "Users"
Access the Users section to begin managing user accounts.
3. Click "Add User"
Select Add User to start creating a new user profile.
4. Click "First Name*"
Input the first name of the new user to identify them.
5. Click "Last Name*"
Input the last name of the new user to complete their name details.
6. Click "Email*"
Input the email address to enable communication and login credentials.
7. Click "Select Role"
Select the appropriate role to assign the correct permissions and access level.
8. Click "User"
Choose User as the role to define standard user privileges.
9. Click "User Name*"
Input a user name to establish the new user's login identity.
10. Click "Add New User"
Click Add New User to finalize and create the new user account.
You've successfully created a new user in the client portal, confirming that the user profile is now active and ready for use.