Adding Users
Add team members to your eeV.ai platform and configure their access.
User Creation Process
- Navigate to User Management > Users
- Click "Add User" button
- Fill in user information:
- Full Name: User's complete name
- Email Address: Work email (used for login)
- Role Assignment: Select appropriate role
- Department: Assign to relevant department
- Status: Active/Inactive
User Configuration
Basic Information
- Personal Details: Name, email, contact information
- Employment Info: Department, position, start date
- Account Settings: Login credentials, status
Role Assignment
- Select from existing roles
- Multiple roles can be assigned if needed
- Role determines dashboard access and permissions
Channel Access
- Assign users to specific communication channels
- Control which channels they can monitor/respond to
- Set channel-specific permissions
Work Schedule
- Configure working hours
- Set timezone preferences
- Define availability windows
User Status Management
Active Users
- Full platform access
- Can log in and perform assigned tasks
- Receive notifications and alerts
Inactive Users
- Login disabled
- Retain user data and history
- Can be reactivated when needed
Bulk User Management
CSV Import
- Prepare user data in CSV format
- Include required fields: name, email, role
- Import multiple users simultaneously
User Templates
- Create templates for common user types
- Standardize role and permission assignments
- Streamline onboarding process
User Onboarding
- Account Creation: Admin creates user account
- Email Invitation: User receives setup email
- Password Setup: User creates secure password
- Profile Completion: User fills additional details
- Training: Provide platform training materials
- Access Verification: Confirm appropriate access levels
