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Updated on May 10, 2024
Settings

Manage User Access

Estimated reading: 2 minutes

Add Members

Objective

Grant new users access to the Synctify OMS.

  1. Access Members Section: From the dashboard, navigate to Settings  and select Members .

  2. Invite Member: Click on +Add . Enter the user's email address, name and assign roles based on their responsibilities, and create a temporarily password for this member.

  3. Send Invitation: Click Submit . The new user account will saves and please share the login credentials with the new member.

  4. Role and Permission: Click here to see details.

Quick Edit & Delete

Objective

Manage existing members and adjust their access or roles quickly.

  1. Find Member: In the Members section, browse to find the member you wish to edit.

  2. Quick Edit: Click on the Quick Edit button under Action column. Here, you can quickly change their name, their role, language, timezone or reset the account.

  3. Apply Changes: Click Submit to update the member's information.

  4. Delete: Click on the Delete button next to Quick Edit . Here, you can delete the access of this member.

Outline

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