Step 7
Add users and set their roles
Give a staff member a management account with the right permissions.
- 1
Prepare the roles
In Personnel › Rôles (People › Roles), review the existing roles. If you are authorised to, use ‘Ajouter un rôle’ (Add a role), set its permissions, then click ‘Créer le rôle’ (Create role).
- 2
Open ‘Personnel › Utilisateurs’ (People › Users)
Click ‘Ajouter un utilisateur’ (Add a user).
- 3
Select the staff member
Choose a staff member who does not yet have a user account. If they do not have a record yet, create one first. You can also create the account from their record, in ‘Accès plateforme’ (Platform access).
- 4
Set their access
Choose at least one role. Several roles can be combined. Specify the categories entrusted to them for the item scope, and the departments for the staff scope.
- 5
Create the account and invite the user
Choose ‘Envoyer l’invitation maintenant’ (Send invitation now) or ‘Inviter plus tard’ (Invite later). The user chooses their password through the invitation.
Access can then be changed with ‘Modifier les rôles et périmètres’ (Edit roles and scopes).