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Adding Users under Organization Admin : Step-by-Step Guide

Step 1 : Click on the three horizontal lines located to the left of the screen, just after the Bizdata logo.

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Step 2 : Click on the "Management" option, which becomes visible when you click on the three horizontal lines. Then, under the "Management" menu, click on "User."

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Step 3 : Click on the "Add" button, and fill in all the necessary details of the user.

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Step 4 : After filling in the First name, Last name, and Email, select the user permission.

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Access Levels: 

  1. User Access: 
    • LIST: View a list of users under the organization. 
    • ADD: Add new users to the organization. 
    • EDIT: Modify user details within the organization. 
    • DELETE: Remove users from the organization. 
    • DETAILS: Access detailed information of users within the organization. 
  2. Integration Bridge Access (Same controls as User Access): 
    • LIST: View a list of users under the organization. 
    • ADD: Add new users to the organization. 
    • EDIT: Modify user details within the organization. 
    • DELETE: Remove users from the organization. 
    • DETAILS: Access detailed information of users within the organization.
    • VIEW STREAMING LOGS: Access real-time streaming logs.
    • DOWNLOAD LOGS: Download logs for analysis.
    • Start or Stop IB : User can Start or Stop the Integration Bridge.


 

Step 5 : Click on "Add." The new user will receive a verification email, through which they can change the password and begin using their account.

Note: Only new users, not existing ones, can be added to the organization