User Account Settings

The Account Settings in Suprata are managed by owners or managers with administrative access through the Admin Dashboard. Here user information can be managed, including names, phone numbers, and email addresses. It is also used to assign roles and permissions, organize teams for efficient dispatching, manage password resets, and upload images.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, locate the Administration Dashboard.
   
   
   
   
   
   
2. Click on Team Settings > Users.
   
   
   
   
   
   
3. Click Add User on the right side of the screen.
   
   
   
   
   
   
4. You will be directed to the New User page.
   
   
   
   
   
   
5. Fill in all relevant fields:
   

   Username: The name the user will use to log in.

   First and Last Name:

   Primary Phone number

   Alternative Phone Number

   Primary SIP Endpoint: The Primary SIP Endpoint is used with the phone-link dialler to connect a user’s device to the company's VoIP service for making and receiving calls.

   Alternative SIP Endpoint

   Email Address: Used for Password Resets and notifications

   Roles: Please see link for further explanation Add Roles (Link) 

   Team: This is to indicate what team the user is on (e.g. Level 1 Tech, Level 2 Tech, Installer, etc.). It helps with the management of dispatching.

   Manual Password Reset: Here a Password can be changed on behalf of the user.

   Upload Image: You may upload an image of the user here under Picture > Choose File.

    

6. Once complete, click Save.
   
   
   
   
7. The page should refresh and return you to the Manage Users page where you will now see your added user.