How to Add Sub-Users on Dashboard

To add new Sub-User account on ClickPost Login with Admin account on New Dashboard :

1. Go to Top right corner of the Dashboard --> Click on your account name -- > Manage Sub-user

2. Click on Add New User

Add Users via 2 mechanisms:
- Via File Upload
- Via Form

To Create Users via Form enter the below credentials for the New-User 

• Username
• Email ID
• Password
• Role (If already not created one)

To Create Users via File Upload enter the below credentials for the New-User

Download the Sample File, add the below details >> Save as CSV >> Upload the file

• Username
• Email ID
• Password
• Role Id
• Profile

What is Create New Role Feature?

It helps you create a rule based on access that the Sub-user can have to the Dashboard.

For Example: If you want a Sub-user to have only access to Track order (View only) you can create a rule for that by following below mentioned steps :

Click on create new role --> Give Role Name & Description --> Under Track order --> Give access to View

So, in future when you will create new sub-users for whom you only need to give Track order (View only) access just select that particular role from the drop box.

4) Hit Submit & New Sub user is generated. which will be shown as below in the next screen.