To create a user from the backoffice interface navigate to the dashboard and click on the add user icon.
The "Create User" dialogue is displayed with a number of sections.
Type
Start by selecting the user type.
Admin
This is an administrative user who can access the backoffice tool.
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This is a reseller, broker, advisor or other type of partner who can access the partner tool.
Basic information
Next is the basic information for the user and if your instance of Bricknode Financial System is enabled for address lookup you can use this function for supported countries. If the lookup is supported for the selected country the button will be enabled.
User information
The user information contains the First Name, Last Name, requested username and password for the user.
Contact information
For contact information a valid e-mail address should be entered together with postal address and phone number.
Other information
Other information is generally not required.
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