User Creation

User Creation or Create User is a function under ‘Site Setup’ in the admin panel. It acts like a backend platform where the admin can create, add, adjust, and modify what they have access to. The User Creation function allows the admin to add required fields to create a user and define them according to their business requirements. The fields can be modified as and when required in the admin panel.

Purpose of Creating Users

Businesses that use CRM or any process management system must allow multiple users to log in and perform role-specific actions. To enable this, creating user accounts is essential, along with collecting key details that help identify and verify each user. Office24by7 offers a fully customizable framework to streamline this process. You can define exactly what information to capture during user creation and configure how identity verification should take place, ensuring secure and accurate onboarding of your users.

User Fields

User fields are the fields used to create and manage user accounts within the Office24by7 platform. These fields help capture essential user information such as name, email, role, contact details, and more.

From the available list, you can select which fields to include, customize their labels or input types, and define which ones are mandatory. This allows you to tailor the user creation form to suit your business needs and verification standards.

Read more about the types of user fields and how each one functions.

Setting Up User Creation

Step 1: Click on the ‘Site Setup’ button from the menu on the left side. The Site Setup panel has five options: ‘User’, ‘Module’, ‘Privileges’, ‘Rules’, and ‘Hierarchy’. The ‘User’ menu will be open by default in the panel.

Step 2: Click on the ‘Fields’ button in the top right corner. This will open a table with the list of user fields you have created. If you haven’t created any, the table will be empty.

Step 3: Click the ‘Add Fields’ button on the top left of the table. Once the user fields panel opens, you will find that the following five fields are selected and open in the workspace by default: ‘User Name’, ‘Phone Number’, ‘Email ID’, ‘Timezone’, and ‘Reporting To’. These fields are mandatory when creating a user account. 

Note: You won’t be able to delete the five mandatory fields from the workspace.

Step 4: You can simply click on any other field on the left side of the panel to add it to the workspace.

Step 5: Click on the field name of the selected field to open the field settings.

Step 6: Modify the label name, description, and other settings in the field settings panel. To clearly understand what settings can be adjusted in each field, refer to the Fields section in this article. 

Step 7: Click the ‘Save’ button.

Note: 

• If you want to remove a selected field from the workspace, click on the ‘Delete’ icon on the right-hand side of the field.
• If you want to rearrange the order of the fields, click on the vertical ellipsis icon () of the field and drag and drop it to the desired position.

You can come back at any time and make changes to the user creation requirements in the admin panel. 

User List

The admin can view the list of users created in the admin panel by clicking the ‘Users’ button in the top right corner of the ‘Users’ menu.

Create User

Let’s take a look at how to add or create a new user. 

Add User

Step 1: The admin can manually add users by clicking the ‘Add Users’ button under the ‘User’ menu. It will open the ‘Add User’ panel with all the fields you selected, modified, and saved for user creation.

Step 2: Fill out the fields in the ‘Add User’ panel with the details of the user and other required information.

Step 3: Click the ‘Submit’ button.

You will see that the user you just created has been added to your users’ list.