Manage Access

Users have the ability to perform various operations related to managing members and roles on the RPA tool dashboard. They can create new members, modify existing member details, or delete members altogether. Similarly, users can add new roles, update the details of existing roles, or remove roles as needed.

Manage Account

The users can create new members, modify existing member details, or delete members altogether. When creating a new member, users are typically required to provide basic information such as name, email, and other relevant details. Once a member has been created, users can easily update their information as needed. If a member is no longer required, users can also delete them from the system.

Account Creation

1- Access User > Users

2- Click Add User

3- The Add User Popup is displayed. Add the user's details, define their Merchant and set up their Roles.

4- The new user account is added under existing accounts and without deleting existing data.

Update User Account

1- Access User > Users

2- Look for the user account that needs to be updated.

3- Click the edit button in the user line.

4- The editable version of the User Profile Form Popup is displayed.

5- The parts of form to be changed are changed and saved. The user is sent to the end of the list.

Delete an User Account

1- Access User > Users

2- Look for the user account that needs to be updated.

3- Click the delete button in the user line.

4- The Confirmation Popup is displayed. The user is asked to be sure for the last time. If the user accepts, the account will be deleted. If the user does not accept or the Cross button is pressed, the account will not be deleted.