Category: User Management

Step 1: Login to system admin credentials and switch to the new version.

Step 2: Click on “Home” on the top bar of the dashboard (Please find it next to the user profile picture).

Step 3: Choose Organization.

Step 4: Select “Organization” tab and choose “Create Users” under it.

Step 5: Select access level, Location, and User type.

Step 6: Click on “+” icon on the top right corner to create a new user.

Step 7: Submit the details in the page and click on save.

Step 8: A new user with the given credentials will be created.

Step 1: Login to MCB with System Admin login credentials and switch to the new version.

Step 2: Click on “User Profile” icon on the right-hand top corner and select “Settings”.

Step 3: Select Organization and click on “Organize Menus”.

To Assign Modules to Users

Step 4: Select “Role” from the drop-down and click on “Add Modules”.

Step 5: Select the modules to assign, by marking the checkbox. Upon marking, click on Assign.

The selected modules are assigned to the respective User.

To Unassign Modules to Users

Step 6: To Unassign Modules to Users, simply unmark the checkbox and click on “Assign”.
The selected modules are unassigned to the respective User.

To Assign Links

Step 7: Select any “Role” from the drop-down.

Step 8: A list of modules will be displayed on the left pane. Select any module from the list of options.

Step 9: From the displayed list, select the links to assign by marking the checkbox. Upon marking, click on “Save”.

The respective links are assigned to that module.

To Unassign Links

Step 10: To Unassign links, simply unmark the checkbox and click on “Assign”.

The selected links are unassigned to the respective module.