Overview

It’s time to build your team! Successful businesses are run by dedicated and effective individuals collaborating to achieve their goals. Add/invite teammates to join Entatio and access its straightforward yet intuitive features.

In this guide, you will learn how to do the following operations:

Adding Users

Add users to your team through the Users module’s New User option. This option lets you add new users and specify their account details.

  1. On the Module Menu, click Users and select New User.
  2. In the Create New User panel, specify the following details:

    • Email: enter the user’s email address. An email message with a link to create an Entatio account will be sent to the user.
    • First Name: enter the user’s first name.
    • Last Name: enter the user’s last name.
    • Phone: enter the user’s phone number.
    • Active: by default, the checkbox is selected to indicate that the user status is active after creation. To deactivate the user, deselect the checkbox.
    • System Role: click the drop-down arrow to select the user’s system role:
      • Attendees
      • Presenters
      • Super Admin
      • Guests
    • Role: select the appropriate checkbox to choose the user’s role.
    • Group: select the appropriate checkbox to add the user to a group.
  3. Review the specified user details and click Save to add the user.

Creating Roles

Roles ensure that users are classified based on their functions. Creating roles enables you to assign and identify users.

  1. On the Module Menu, click Users and select Roles.
  2. Click the New Role button to create a new role.
  3. In the Add Role panel, specify the following details:

    • Name*: enter the role name/label.
    • Description: enter the role description.
    • Assigned Users: click the field to enable auto-suggestions. Once the auto-suggestions display the list of users, click the user to select.
      • Note: selected users will appear in the table below the Assigned Users field.
  4. Review the role details and click Save to create the new role.

Creating Groups

Grouping users based on their roles enables you to organize your user database.

  1. On the Module Menu, click Users and select Groups.
  2. Click the New Group button to create a new group.
  3. In the Add Group panel, specify the following details:

    • Name*: enter the group name/label.
    • Description: enter the group description.
    • Assigned Users: click the field to enable auto-suggestions. Once the auto-suggestions display the list of users, click the user to select.
      • Note: selected users will appear in the table below the Assigned Users field.
  4. Review the group details and click Save to create the new group.