Admin : Create a new user with site roles linked

1. Quick Overview

Purpose: Learn how to create a user in OPUS and link them to a specific site with the necessary site roles and user roles to access jobs for that site.

2. Step-by-Step Instructions

1. Log in to OPUS as an administrator and navigate to the administrators section by clicking on the administrators settings menu at the top right corner.

2. On the user screen, click on "New user" button on the top left of the user grid.

3. Enter the user's details such as First Name, Last Name, Email, and optional mobile number.

4. Select the appropriate user role for the user by choosing User Roles tab and assigning a site role, such as "Restaurant Manager."

4. Click "Create the site role link" to associate the user with the selected site and role.

4. Tabs marked with an * are important tabs and are required to create a new user. All other tabs are optional.
   1. Other Personal Details
   2. ID/Passport
   3. Address
   4. Notifications
   5. Teams
   6. Checklists
   7. Reports and Dashboard Categories
5. Click "Create new user" to finalize the process. 2 Options are available
   1. “Create New User”: Creates the new user only and no email is sent to welcome the user. This can be sent later.
   2. "Create New User and send welcome email": Creates a new user and sends them a welcome email with instructions.

3. Tips and Tricks

Best Practices: Ensure the user is assigned the correct site role to access the necessary functionalities in OPUS

Additional Resources

1. For more information on user management in OPUS, refer to the OPUS user manual or help documentation.