This is a step-by-step guide for account creation on Appliance.io.
From the main navigation bar, open the Settings page.
In Settings, select the Users tile under Basic Settings.
The Users page contains tabs to manage employee accounts:
Active Tab: Lists all active employees currently working at the company.
Archive Tab: Stores records of past employees. Active employees can be moved to this tab when they leave the company.
There are two buttons on the top right of the page.
Invite Users and Add New User buttons are available for quick access to user creation options.
Create a New User
Select the Add New User button in the top right corner.
Fill out the required fields in the Add New User form:
First Name and Last Name
Email: Used for login and communication.
Phone Number and Direct Line
Job Title and Job Description
Default Location: Select the primary location associated with the user.
Role: Assign a role based on their position and responsibilities.
Password and Confirm Password: Set an initial password for the user.
Optional fields include:
Photo: Upload a profile picture (JPEG, JPG, PNG).
Display on Website: Toggle if the user's information should be visible on the website.
After filling out all necessary fields, click Save to create the new user. The user will now be able to log in.
To edit existing user information:
Go back to the Users page in Settings.
Select the user you want to edit from the list.
Update the necessary fields and click Save.
Password Changes
If a password reset is required:
Select the user from the Users page.
Click the Edit button next to their profile.
In the Set Password section, enter and confirm the new password, then click Update Password.
User Roles Overview
Roles define the level of access and permissions each user has in Appliance.io. When assigning roles, consider the user's responsibilities and the level of access they require.
Assigning the correct role ensures users have the appropriate permissions to perform their tasks without compromising system security. You can check the user roles and permission in this article.
Archive User
If an employee leaves the company or no longer needs access to the platform, you can archive their account:
On the Users page, go to the Active tab.
Locate the user to be archived, then click the Edit button under the Action column.
Select the Archive option (or Deactivate), and confirm the action.
The user will be moved to the Archive tab.
Accessing Archived Users
To view archived users, navigate to the Archive tab within the Users page.
Archived users are stored for record-keeping purposes but will no longer have access to the system.
Restoring Archived Users
If you need to restore an archived user:
Go to the Archive tab.
Locate the user and select the Restore or Reactivate option.
The user will be moved back to the Active tab and regain access.
Invite Users
Alternatively, you can use the Invite Users option:
Enter the recipient's email and assign a role.
An invitation email will be sent, allowing the user to complete the setup process on their own.
