A quickstart guide to User Management

This is the third in a series of quickstart guides to help you get the most out of your Captua account. This guide covers setting up new users on the system and configuring role access.

Captua administrators can quickly and easily setting up new users in just a few clicks. Here's how...

Adding a New User

1. Log in to your Captua account at my.captua.com
2. Click on Administration in the menu bar
3. Under the General Administration tab, click User Management
4. Click the Add User button
5. Complete System Details
6. Complete Contact Details
7. Under Advanced Settings enter:
   • E-mail address
   • Display Name
   • Handheld PIN – just enter 1234
8. Click Add User

The new user will receive an automated email shortly thereafter with a link asking them to activate their user account.

Once activated they’ll receive a second email confirming their accounts have been verified. They’ll then be able to access the system.

Assigning Role Access

Administrators can configure access rights per user to restrict or enable access to any part of the system.

1. Log in to your Captua account at my.captua.com
2. Click on Administration in the menu bar
3. Under the General Administration tab, click User Management
4. Select the user you wish to edit from the list
5. Click on the Roles icon
6. Select or deselect the check boxes you wish to enable/disable.
7. Save Changes

Tagged as: captua, quickstart, user-management, roles, access-rights

There are no comments yet...Kick things off by filling out the form below.