To add a user in Pathway, follow these steps:
-
Accessing User Management:
On the left-hand side menu in Pathway, click on "User Management."
Note: This option is visible only if you have admin permissions. -
Adding a User:
- Once on the User Management screen, click the Add button located in the top-right corner.
- This will open the Add User form.
- Once on the User Management screen, click the Add button located in the top-right corner.
-
Filling Out the Add User Form:
Complete the required fields (marked with an asterisk *) in the form. Below is a quick guide to assigning roles under the Teams section:-
- Account Managers: Grants access to Pathway.
- Tradespeople: Grants access to Atom only.
- Admin: Grants access to both Pathway and Atom, along with permissions to modify user and project settings.
-
-
Sending the Invitation:
After completing the form, submit the details. An email will be sent to the new user with instructions on how to set their password (example below).
Comments
0 comments
Article is closed for comments.