Steps to Create a New Role

Steps to Create a New Role

This Step allows you to create roles for users who log in to the admin portal, ensuring that each user has the appropriate permissions to perform their tasks. This module helps maintain a secure and organized system by clearly defining user roles and responsibilities.

4 types of portal login roles can be assigned to your Invarosoft users:

1. Master Admin – The role can manage all engineers' accounts the subscriptions and use the platform´s features. 
2. Admin – The role can manage the subscription and use the platform´s features.
3. Standard – The role can use all the platform´s features.
4. Engineer – The role can only use the IT Control Panel (it can´t access the Admin Portal).

Step 1

Click on My Account >> Portal Logins

Step 2

Click on Create New

Step 3

Type the email

Step 4

The password must be of medium security. A very complicated password may result in the user not being created.

Step 5

Repeat the password

Step 6

Please fill in the user information fields

Step 7

Select the role from the dropdown selection

Step 8

Check if the user requires TFA

Step 9

Select the expiry date for the TFA

Step 10

Click on the Create Button to finish