Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a User.
To create a user:
1) From the left navigation menu, go to Users, and click on +Add User.
2) In the Add User page, enter the mandatory fields such as Title, First and Last Name, System Roles, Designation and Date of Joining.
3) Scroll down to Contact Information and enter the User’s Primary Email and Phone number.
4) Then, click on Activate and Send Invite.
You have successfully created a user.
To learn how to edit an existing user's details, check out the “How to Edit an Existing User’s Details” tutorial.
To learn how to delete a user, check out the “How to Delete a User” tutorial.