Use app: creating and assigning a user

Using app: Creating and Assigning a User


Whether you have just purchase a trial or an app, you need to assign users to start using the app.

The number of users for each app differs. Please check the app for the number of users you can assigned.

Before you assign the user, you need to ensure the user is created in myBusiness.

After you have login to myBusiness, click 'Manage Users'.


Click 'Create User'


In the Create User page, fill in all the fields required.
  • As an Administrator, you can limit the user’s access to the other features (Insights and Opportunities) in myBusiness.
  • You can also select the Password for your User by checking the box. By default, the system will send the One-Time-Password (OTP) notification to your User to set a Password upon first login.
Once you are done, click 'Save'


If all fields are entered correctly, you will see the message that the User has been created successfully.


Click 'Manage Users' to verify that you have created the user details successfully


After you have successfully created the user details, you can assign the user to the app that you have purchased.

Go to your Launchpad and click ‘Assign User(s)’.


Select the user that you want to assign to access the app.


Then click 'Assign'.

 

You need to verify details and click OK. Please note that for some apps, you need to specify the access rights of the user before clicking 'Ok'.


It will take the system a while to assign the user licence. You just need to refresh the page within minutes and the status will be updated.