Adding or editing users to Huler is simple and intuitive.
Head on over to the Hub Admin system menu. Here you'll see the Users category on the left side menu panel. Click on it to open out the main user panel. It will look something like this:
You now have two ways of adding users to your Huler eco-system.
- Add a user by clicking "Create User" action button top right
- To edit a user simply click on the ellipsis on their own and chose "edit"
- Add bulk users by clicking "New CSV Upload" in the left hand menu
This article follows on into the "Create User" process, for bulk CSV uploads follow this LINK
Before you begin, check that you have input your Organisational Attributes in Settings, otherwise you won't have anything to pick from the dropdown menus and these are not free text fields.
Clicking on Create Users (or edit) takes you to the follow page:
There are three core fields you must fill in to create a user, the rest are optional based on your Organisation Settings. The compulsory fields are:
- Name: First Name and Second Name within the same box.
- Email: must contain an '@' address.
- Phone: use the correct region prefix and drop the 0.
Simply complete each field you see in your user page, then click the "Create User" action button at the base of the page and there you go. All done! Your brand new user is up and running and ready to jump into Huler.
Once you press "Create User", it will automatically send an email to the email address provided, containing a notice that they've been added and their temporary password to login.
Editing a user is really similar too, instead of empty fields you'll see them filled with existing information. As an Admin you can edit this and when complete, click the "Edit User" action button that has replaced Create User.