Onboarding Users

2.3 Onboarding Users

Once the platform is set up, you’ll need to onboard users. Here’s how to do it:

1. Adding Users Manually:
   • Go to the Users section in the admin dashboard.
   • Click the "Add User" button.
   • Fill out the user form with the required information:
     • Name: The full name of the user.
     • Email: The user’s email address (used for activation and notifications).
     • Role: Assign the appropriate role (e.g., Content Editor, Approver).
   • Click "Save" to add the user.
2. Importing Users via CSV:
   • If you need to add multiple users at once, you can import them using a CSV file.
   • Go to the Users section in the admin dashboard.
   • Click the "Import Users" button.
   • Upload your CSV file, ensuring it includes the required fields (e.g., Name, Email, Role).
   • Review the preview data and click "Import" to add the users.