To get started, log into your CaptainBook dashboard. Once logged in, navigate to your avatar (profile icon) located at the top right corner of the screen. Click on your avatar and select Users from the dropdown menu. This will take you to the User management tab.
Managing Users
In the Users section, you can manage all users who have access to your CaptainBook platform:
Create a New User: Click on the option to create a new user. Fill in the required information and assign a role (Admin, Manager, User, or External User). Assigning the correct role is important as it determines the level of access and permissions the user will have.
Edit User Details: Select a user from the list to edit their details. You can update their contact information, change their assigned role, or adjust their access permissions as needed.
Delete a User: If a user no longer needs access to the platform, you can delete their account by selecting the delete option next to their name. This helps maintain security and ensures that only authorized personnel have access.
Thank you for joining us in this brief presentation of the Users tab! By effectively managing user roles and access, you can maintain a secure and organized platform.
f you have any questions or need further assistance, please don’t hesitate to contact our support team. Have a great day!