nXportal - User Manual: How to add a User and Set Role Permissions

User Manual: How to add a User and Set Role Permissions

Step 1: Log In to Your Administrator Account

On the login screen, enter your administrator credentials and click the login button. This will redirect you to the home page with access to system modules. Ensure your account has permission to manage users and employees.

Step 2: Navigate to the User tab

From the home screen, navigate to the sidebar and look for the “Users” tab. You will see all the user shortcuts from the user tab. 

Step 3: Open the User List

From the “Users” tab, navigate and look for the “User” shortcut. Click on the “User” shortcut to view all existing users in the system. This section is where new users are added and managed.

Step 4: Add a New User

Click the “Add User” button located at the top right of the User List page, then click the “Edit Full Form” button. Fill in the email address, full name, and Username. Once done, proceed to the next step for setting role permissions.

Step 5: Assign Roles to the New User

Navigate to the “Roles and Permissions” section on the user form. You can select a pre-made role by clicking the Module profile, or you can manually choose what role and permissions you will be giving to the user. Once done, click save to create the new account.

Step 6: Go to the Home Screen

After creating the user, return to the home screen. From the home screen, navigate to the “HR” tab and look for the employee shortcut.

Step 7: Go to the Employee Module

After entering the Employee Module, you will see all the existing employees that have been added by the administrator. Now click the “Add Employee” button to set up the user you have created and add it to the employees.

Step 8: Fill Out the Employee Form

Enter the employee’s full name, select the company, and input their joining date. In the “User ID” field, select the email of the user you just created. Complete any other required fields, such as gender, department, or designation, and click Save.

Step 9: Confirm the User-Employee Creation

After creating the New Employee, navigate to the Employee list and check if the user is created. Another important step is to check if the new employee profile that you have created is linked to the user account. To confirm, open the employee record by clicking the employee's name and check the User ID field to ensure it's connected.