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Managing User Profiles


To manage your TravelDocs users and their associated roles & priviledges, click on the Users option in the left menu bar menu on the TravekDocs Dashboard, as shown below.

You can add new users simply by pressing the Add User button.

To edit existing users click on the Edit button.

To delete a user click on the down arrow next to the Edit button and select Delete from the drop down menu.

Adding a new user requires you to fill in a form with their personal details; email, name, phone number and password. The Email address is used to activate the user account so it is important to enter the correct email address for your new user.

A secure password needs to given. Passwords must be at least 8 characters long, containing uppercase, lowercase and numeric characters.

Enter all the data fields for the user profile then click on the Privileges tab.

Roles

A  Role decides the access a user will have to features in the TravelDocs system.  

Click in the Roles input field, and a drop down list of the available roles will appear (as shown below, please note the list of role names may be different in your TravelDocs account).

Choose the appropriate role for your new user, and then click on the Save button.

After you click on the Save button TravelDocs will send an email to your new users email address, the must click on the Activate link in that email before they are able to successfully login to TravelDocs.

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