Create a User

If you have access to the Admins section in the circuly Operations Backend, you can add users to your company instance and customise their permissions. 

‍

When adding user to your company instance in the circuly Operations Backend you need to do only one thing and that is to create a user.

Creating a user

• In your circuly Operations Backend go to the Users tab in the left navigation bar.
• Click on the + CREATE USER button. 

‍

‍

• In the Create User window > Add the Name, Email Role and Function of the user and click on the CREATE button.
  
  

‍

Roles

Admin - when you give a user the role on an “Admin”, the user is able to see the Admins section in the left navigation bar and access everything that comes under it, such as Settings, Repair Questions etc.

User - when you give a user the role of a “User”, the user is only able to access the non-admin tabs in the circuly operations backend.

‍
Functions‍

Function lets you add the new user under an operational role such as Logistics, Customer Support etc. 

‍

Action required by the user

‍

• The new user receives an invitation by email to the email address specified by you. 

‍

‍

Note: The invitation is valid for 24 hours meaning that the new user needs to access the link within 24 hours. 

‍

• The new user can then click on the link to create a password. 
  ‍

‍

• Once a user has created a password, the user will be able to login to the circuly Operations Backend with their email ID and password. 

‍

User is unable to log in

‍

The most common reason why a newly added user might be unable to create a profile is due to the expiration of the link. The link that is sent to the newly added user is only valid for 24 hours. If the receiver fails to create a password within the 24 hours, the link is no longer valid. In that case, please get in touch with our Customer Success team by raising a Jira ticket.

‍

Please make sure that the user creates a profile and sets a password within 24 hours of receiving the link to avoid any problems with account and user creation.

‍

Remove a user

Currently the option to remove a user is not available in the circuly Operation Backend on a merchant level. If you want to remove a user, kindly write us a service desk ticket.