Creating a New User in the System
Aim
The purpose of this procedure is to add a new user to the system, providing them access to the aydi Field Application so they can enter relevant information, track operations and productivity and register real-time insights.
Key Steps
- Go to the bottom left corner and select the settings menu.
- Select the team menu to view the list of existing users.
- Click "Add Team Member" to add a new user.
- Complete the required information for the new user.
- Select the account type to define the user's access to the application.
- Send the invitation to the new user.
- The user will be able to create their password upon receiving the invitation.
Cautionary notes
- Be sure to select the appropriate account type for the new user based on their needs and responsibilities.
- Please verify that the user information has been entered correctly before sending the invitation.
Tips for efficiency
- Maintain an up-to-date list of existing users to avoid duplicates.
- Clearly communicate to the new user the instructions for creating their password after receiving the invitation.
- This procedure ensures that new users are correctly incorporated into the system, allowing adequate access to the field application.