Create user

Administrators have the ability to create users and assign appropriate roles and privileges. This ensures that users have the necessary access to specific entities, allowing them to perform tasks based on their assigned roles. Follow the steps below.

      1. Navigate to the "User Management" section from the sidebar.

      2. Click on "Create New" to open the user creation form.

      3. User Name: Enter the full name of the user.

      4. Email Address: Provide the official email address of the user. This will be used for login and communication.

      5. Select the appropriate role based on the level of access required:

            Admin – Full access, including user and entity management.

            User – Limited access, primarily for managing VAT return processes.

            Reviewer – Read-only access, allowing users to review submitted data without making any modifications.

      6. Select the entity (or multiple entities) that the user should have access to.

      7. Click "Submit" to create the user with the specified details.

Ensure that all mandatory fields (marked with *) are filled in accurately. Optional fields can be updated later if needed.

Once the user is successfully created, they will receive an email with activation link. Once the account is activated. The assigned privileges will enable them to perform tasks relevant to their role and assigned entities.

 

If you require further assistance or encounter any issues during the process, please feel free to contact our support team at mtd@datatracks.co.uk.

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