To use Beanworks your team members need to be added as users in your account.

PRE-REQUISITES

  • You need to be a system admin to be able to create users.
     

HOW IT WORKS

STEP 1: Go to Settings --> General --> User Management

Select 'Create Users'

STEP 2: Add users details

  • First Name: Enter the first name of the user.
  • Last Name: Enter the last name of the user.
  • Email Address: Enter the email address. This will be the username required for login. All notifications will be sent to this email address.
  • Confirm Email Address: Confirm the email address.
  • Auto Capture Email : Will be created automatically
  • Manual Capture Email : Will be created automatically.
  • Email Aliases: To forward the daily notification emails (and user productivity emails for system administrators) to the email alias entered here. 
  • Roles: You can assign different roles to the users based on the features and workflow tabs you want to give them access to.
  • Home Org Unit : This is the default organizational unit of the user. You can give the user access to other OrgUnits once you select their Home Org Unit.
  • Additional Org Units: You can give the user access to other organizational units by adding them here.
  • Select 'Save'.

EDIT A USER

You can edit a user profile by clicking on the pencil icon against the user name.

DEACTIVATE A USER

You can deactivate a user by unchecking the active checkbox.


Did this answer your question?