Add New Users
Welcome to the documentation on how to add a new user to your system. Adding users is a crucial administrative task that allows you to expand your system's user base and provide access to authorized individuals. Here are the steps to add a new user effectively:
Log in to the CI App: Access your CI App account by visiting https://ci.zapyan.com/login.
Select Your Business: To view user management overview for a specific business, click on the "View Dashboard" button associated with that business.
Access the User menu On the left side of the screen, click on the shop menu and then click on the user menu icon as shown below
4. Click on the 'NEW USER' button which will navigate you to the new user Screen
5. On the New User Screen, you will see fields to enter the following details:
First Name: Enter the user's first name.
Last Name: Input the user's last name.
Email Address: Provide a valid email address for the new user.
6. Choose the appropriate user role from the available options. The available roles may include:
Admin: Full access and administrative privileges.
Editor: Editing and content management permissions. No access to User Management feature
Viewer: Read-only access with no editing privileges.
7. After verifying that all the user details are accurate, click the 'CREATE USER' button to finalize the user creation process.
Note:
Please keep in mind that only users with admin privileges will have access to the user overview page details. This ensures that user management responsibilities are limited to authorized personnel, maintaining security and control over user accounts.
By following these steps, you can efficiently add new users to the system, granting them the appropriate access levels and ensuring that they can seamlessly begin using the platform.
Tips
Clear Role Definitions: Clearly define user roles and access levels within your organization. This ensures that each user has appropriate permissions based on their responsibilities.
Regular Audits: Periodically review and audit user accounts to ensure that access levels and permissions are up-to-date and align with the user's current role and responsibilities.
Least Privilege Principle: Follow the principle of least privilege, which means granting users the minimum level of access necessary to perform their tasks. This reduces the risk of unauthorized access.
User Onboarding and Offboarding: Implement a structured onboarding and offboarding process for employees. Grant access when they join and promptly revoke access when they leave the organization.
Access Revocation Workflow: Establish a clear workflow for access revocation in cases of role changes, termination, or other situations. Ensure that access is revoked promptly and securely.
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