Adding new users to your Cheqroom account
Step by Step
Log in to Cheqroom: First, make sure you are logged in to your Cheqroom account. You need to have administrative privileges to add new users.
Access the Users Section: Once logged in, navigate to the 'Settings' or 'Administration' area of the platform. Look for a section or tab labelled 'Users', 'Team', 'Members', or something similar.
Initiate Adding a New User: In the Users section, there should be an option to add a new user. This is often a button or link labelled 'Add User', 'New User', 'Invite User', or something similar.
Enter User Details: You will be prompted to enter details about the new user. This typically includes their name, email address, and possibly a role or permission level. Fill in these details as required.
Set Permissions: Depending on your organisation' setup in Cheqroom, you might need to assign specific roles or permissions to the new user. Choose the appropriate level of access based on their needs and responsibilities.
Send Invitation: After entering all necessary information, there will usually be a button to send an invitation to the new user. Click this button to send an email invitation to the user's provided email address.
User Accepts Invitation: The invited user will receive an email with instructions on how to set up their account. They will need to follow these instructions to complete the setup and gain access to Cheqroom.
Confirm User Setup: Once the user has accepted the invitation and set up their account, they should appear in your Cheqroom user list. You may want to confirm that they have the correct access and that everything is set up properly.
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