The Setup: Users area within Solo Platform provides access to the Users Register and the ability to add a new User(s) via manual and/or bulk import methods, and assign them the appropriate level of access within Solo Platform. It's also where you can create an Access Token for Users so that they can login to the Solo mobile app.
Note: If your system is part of the Vault Enterprise product suite - these functions are actioned directly in Vault Enterprise using existing processes not shown in this article.
Within this Video, you will learn how to:
- Access the User Register
- Commence importing new Users
- Setup the import file
- Upload the import file
- Use the Import Wizard
- Review the imported data
- Send Access Tokens to the new Users.