How to Add a Team - Ur Audit

How to Add a Team

  1. Click on the “My Team” icon on the top right corner under the header to add, edit or delete one or multiple users.
  2. Fill in the required details.
    • Add the first name.
    • Add the last name.
    • Add job title.
    • Add email.
    • Add phone number.
    • Add signature.
    • Add password.
    • Confirm the password.
    • Select one or more companies.
    • Manage the access rights of the user.
  3. Click on “Add User.”
  4. A list of users gets displayed on the bottom. Click on action to activate or deactivate the user.
  5. Click on the “Pencil” icon to edit or change details.

Or

  1. Click on “Start Onboarding.”
  2. Select “Team” to add, delete or edit users.
  3. Fill in the required details.
  4. Click on “Add User.”
  5. A list of users gets displayed on the bottom. Click on action to activate or deactivate the user.
  6. Click on the “Pencil” icon to edit or change details.

Or

  1. Scroll down on the left panel and click on the “Settings” tab.
  2. Click on the “Team” icon from the options appearing on the right side.
  3. Fill in the required details to add, delete or edit users.
  4. Click on “Add User.”
  5. A list of users gets displayed on the bottom. Click on action to activate or deactivate the user.
  6. Click on the “Pencil” icon to edit or change details.
For further instructions see the video
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