How to add new user to the platform

Ocerli

  1. 1. Navigate to the Users screen on the main menu on the left and select the 'Add New Record' icon

    Navigate to the Users screen on the main menu on the left and select the 'Add New Record' icon
  2. 2. Type First Name, Surname and Email Address

    Type First Name, Surname and Email Address
  3. 3. Search for the employee and select their record.

    Please note that before adding a user you should create a new employee record first. Please refer to the guide "Adding a New Employee"

    Search for the employee and select their record.
  4. 4. Click on SAVE

    Click on SAVE