Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To create a user from the backoffice interface navigate to the dashboard and click on the add user icon.

Image RemovedImage Added

The "Create User" dialogue is displayed with a number of sections.
 

Image RemovedImage Added

Type

Start by selecting the user type.

Image RemovedImage Added

Admin
This is an administrative user who can access the backoffice tool.

Customer
This is an end user who can access the customer portal.

Partner
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.

...