Adding Team Members

1. Navigation to the Team Page

   Begin by navigating to Settings in the top-right corner of the portal. From the dropdown, select Company Settings, and then choose the Team option.

   Note: Only users with the right access privileges can add new team members.

2. Input Team Member Details

   • First Name: Enter the first name of the team member.
   • Last Name: Enter the last name of the team member.
   • Email Address: Enter the valid email address of the team member. This is crucial as they will receive authentication emails to this address.

3. Assign Access Privileges

   Choose between the following access levels based on the role and responsibilities of the new team member:

   • Read-only: User can view resources but not create or update anything.
   • Read-write: User can read and write standard resources, but is restricted from company settings.
   • Administrator: User can manage company settings, as well as reading and writing standard resources.

4. User Creation

   Once all details are filled in and the access level is set, click on the Create user button.

Password and Authenticating Your Initial Login

The new user will receive an email prompting them to set a new password. The password setup requires:

• The password to be entered twice for confirmation.
• A minimum length of 12 characters for security purposes.

1. Initial Login

   After setting up their password, the team member will be prompted to log in using their username (email address) and the newly set password.

2. One-Time Password (OTP) Authentication

   The user will be informed that a one-time password (OTP) has been sent to their email for added security.

   They must copy this OTP from the email and paste it into the provided form field to complete the authentication process.

3. Accessing Resources

   After successful authentication, the user will land on the main dashboard. They will be able to view and interact with the resources according to the access privileges set for them.