This article will run through how to use the new wizard within your account.
1.Navigate to Settings > Admin > Manage Users, click New User Wizard.
2. Enter the account's username in the designated Username field. Record the staff member's mobile number in the Mobile Number field, as it is crucial for receiving verification codes during the sign-in process from new devices. Input the staff member's email address in the Email Address field; this address will receive initial login credentials and is also the destination for any password reset instructions. Proceed to the Role section to assign the appropriate permissions to the staff member. Determine the IRE products the user needs access to and select a default homepage from the dropdown menu, which will serve as the landing page after the staff member logs in.
3. Enter the first and last name of the team member, followed by their mobile number, phone number, and email address. Ensure to mark the checkboxes corresponding to the products used by the team member. For each product, indicate if SMS communications should be sent from the team member's mobile number provided. In the Team Role dropdown menu, select the appropriate role that the team member fulfills within the company. After entering this information, click Next to proceed.
