Overview
The Add User feature in the IPR module allows administrators to onboard new users and grant them access to the platform without involving the central IT team. User management is handled directly within the IPR settings, making it quick and straightforward to set up access for new team members.
Steps to Add a New User
Step 1: Navigate to User Management
Click on Settings in the left-hand menu. On the Settings page, select User Management. This will open the user management interface where you can view all existing users along with their roles and contact details.
Step 2: Click Add User
Click the Add User button in the top-right corner of the User Management page to open the Add New Organisation User form.
Step 3: Fill in User Details
Provide the following information:
Full Name — Enter the user's full name.
Email — Enter the user's email address, which will serve as their login credential.
Phone Number — Enter the user's contact number.
User Role — Select a role for the user based on their responsibilities within the organisation.
Make Follower in Existing IPs — Select whether the new user should be added as a follower to all existing IP records. This ensures they are kept informed on relevant IP matters from the moment they are onboarded.
Step 4: Submit
Click Submit to create the user's account. Click Discard to cancel without saving.
Login Process for New Users
New users log in using their email address as the username. An OTP is sent to their registered email and serves as the initial password. To set a permanent password, users can click Forgot Password on the login page and follow the steps to reset it.
Conclusion
The Add User feature gives administrators full control over access management within the IPR module. With a straightforward form and the ability to assign roles and follower status at the point of onboarding, new users can be set up quickly and are ready to work from day one.