Creating users

  1. Select Administration > Users.
  2. Click Add.
  3. Specify this information:
    Name
    Specify the name of the user.
    User Name
    Specify a unique name for the user.
    Password
    Specify the password of the user.
    Confirm Password
    Specify the password of the user.
    Role
    Select a role. Possible values are Customer Admin, Rule Builder, and System Accountant.

    See User roles.

    When Rule Builder and/or System Accountant is selected, you must assign the integrations to which the user has access.

    Integration

    Select the integration to which the user belongs. This field is available only when Rule Builder or System Accountant role is selected.

    1. Select the integration from the Available list.
    2. Click the right arrow icon to move the integration to the 'Selected' list.

      Alternatively, click and drag the vertical ellipsis that displays when you rest on an integration value.

  4. Click Save.
    The new user is displayed.
    Note: Activate the inbox poller when adding new users through Ming.le for the changes to take effect in IGFC. See Inbox poller