User management
To add or modify users, go to Configuration > Users.
- To add a user, click on Add.
- To modify a user, click on the Edit icon next to their name.
User information
In the form, you can fill in the following information:
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First and last name: User’s full name.
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Username: This name will be used for login. It must be unique among all users registered on Luminiz, as it determines which workspace the user connects to. If you receive an error message indicating that this name is already used, modify it by adding characters.
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Email: Used only to receive alerts. If this user does not need to receive alerts, you can leave this field empty.
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Roles: Assign one or more roles to the user.
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Distribution list: Assign one or more distribution lists (see Document Distribution).
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Company: Indicate which company the user is attached to. This will allow them to see the vehicles of this company to open a follow-up sheet. In the case of a manager, this will allow them to manage and view items to be processed for this company.
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Availability: Add here the other companies to which the user can have access (to open follow-up sheets or manage items for which they have permissions in the selected companies).
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Authentication page: During login, the user will be automatically redirected to this page.
Documents
You can also add documents for this user. These documents will be viewable during a follow-up sheet.