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nomenclatures:users:add_user

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nomenclatures:users:add_user [2022/09/26 11:18] florentinagurgunomenclatures:users:add_user [2022/12/14 09:49] (current) florentinagurgu
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-Using Kopilot, it is possible to **add users** in three ways:+Using Kopilot, it is possible to **add users** in ways:
  
-  - In **[[nomenclatures:users:add_user|Add user]]** menu: by manually entering identification data+  -    **Drivers**, **dispatchers** and **managers**: by manually entering identification data with [[nomenclatures:users:add_user|]] option.\\  
-  - In **[[nomenclatures:users:associate_user|Associate user]]** menu: A 6 digit code is created here and then added by the driver to the mobile application+  -    Only **drivers** and **dispatchers**  in the [[nomenclatures:users:import_users|]] page via xlsx file page..\\ 
-  - In **[[nomenclatures:users:import_users|Import users]]** menu: by csv file.+
  
  
-  * **Add user**  allows adding **drivers**, **dispatchers** and **managers**.\\ 
-  * **Associate user** allows adding **drivers** users (since it involves adding the code generated in Kopilot mobile).\\ 
-  * **Import users**  allows adding **drivers** and **dispatchers**. 
 ---- ----
  
-======Add user======+===== Add user  =====
  
-You create users in the menu **Add user**. Alternatively, you can import user data from a csv file.\\  +**Steps for adding a new user are:**
-Users can be added to Kopilot with the role of **driver, dispatcher or manager.**\\ +
-When adding a new user, fill in information about: +
-   Name* +
-   * Role * +
-   * Email +
-   * Password +
-   * Status +
-   * Phone Number* +
-//Fields marked with ***** are mandatory.// +
  
-:!The driver's username and password are those he will use to connect in Kopilot mobile application.+**Step 1.** \\  
 +**›** Click on the button {{:nomenclatures:users:add_user.png|}} \\  
 +=> the **Add User** window will open.\\ 
  
-:!: **User** and **email address** are unique. \\ +**Step 2.** \\  
 +**›** Add the user information in the opened window: Role, Name, Email, Phone, Password & Status.\\  
 +  * The username and password added by the dispatcher here for a **DRIVER** are the ones he will use to log in to the mobile application.\\  
 +  *  Numele utilizatorului si adresa de email trebuie sa fie unice. \\ 
  
-The **Inactive** status is used when a user will not be active in the next period and we do not want to delete him permanently. +**Step 3.** \\  
-Orders and routes cannot be assigned to a driver in Inactive status. +**›** Confirm the data by selecting the button {{:nomenclatures:users:add_user.png|}}\\  
- +  The successful addition of a new user is confirmed by the message: "The user has been added successfully".
-{{ :nomenclatoare:utilizatori:add_user_menu.png |}} +
- +
-The successful addition of a new user is confirmed by the message: +
-{{ :nomenclatoare:utilizatori:salvare_user_nou.png?nolink |}} +
- +
-If adding a new user was not successful, Kopilot displays the message "An error occurred" and a short explanation on the screen.+
  
  
nomenclatures/users/add_user.1664180317.txt.gz · Last modified: 2022/09/26 11:18 by florentinagurgu