Adding a New User
Adding a New User
Follow these steps to add a new user to the eftsure portal:
1. Access User Management
Click on the Person icon at the top of the eftsure portal to access the User Management section.
2. Add a New User
On the right-hand side, click the Add New User button.
3. Enter User Details
You will be prompted to fill in the contact details of the new user. Provide the following information:
- First Name
- Last Name
- Email Address
- Username (This should be the user’s email address)
- Phone number (optional)
4. Assign User Roles
Next, choose the user roles for the new user:
- Click on the Roles text box.
- A drop-down menu will appear, allowing you to select the appropriate role(s).
5. Restrict Access to Divisions (If Applicable)
If multiple divisions are set up on your profile, you can restrict this user's access to a specific division by selecting the relevant division(s).
6. Save the New Profile
Once you have entered all the necessary information and are satisfied with the details, click the Save button to create the user profile.
7. User Activation
The new user will receive an email inviting them to activate their account. After activating, they will gain access to the eftsure portal.
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