Steps to Add a New User:
Navigate to User Management:
Click on the Settings tab within the Legistify tool.
Select the User Management option.
Locate the Add User Button:
On the top-right corner of the User Management page, you will find the Add User button.
Fill in User Details:
After clicking on the Add User button, provide the following details:
Name: Full name of the user.
Phone Number: Contact number for communication.
Email ID: The user's email ID to be used as their login credential.
User Role: Assign a role—either Admin or Legal—based on their responsibilities.
Create User Credentials:
Once the details are filled in, click on the Submit button to create the user's credentials.
Login Process for New Users:
Users can log in to the tool using their Email ID as the username and an OTP sent to their registered email as the password.
To enhance security, users can create their own password by clicking on Forgot Password on the login page and following the steps to reset it.
This feature simplifies the process of granting access to new users, ensuring a seamless and secure onboarding experience.