In Redlist, users can be created to manage your team's access and what they have permission to do in your account.
Click on "Admin" and select "Users"
Click on "Add User"
Enter User Information
The required fields are marked with asterisk. All other fields are optional.
The role field is what sets the permissions that users has been given within the account.
It is also important to note that if employees haven't been imported into your account, or if there isn't a matching employee for the user you are creating, check the box to create user as employee:
When "Automatically create password" is left unselected, the user will be allowed to create a password.
However, when "Automatically create password" has been selected, a temporary password will be provided for the new user.
Either way, users will be able to reset their password at any time.
Click the "Create" button
Importing Users (and Employees)
Redlist's Import Data tool also makes adding huge number of users and employees easier.
Here are the steps on how to import users and employees in your Redlist account:
1. Go to "Admin", then select "Import"
2. Click on "Import Data".
3. Select "Employees and Users" and click "Next"
4. Get a copy of the download template. Provide all the necessary details on the excel file
5. Save and upload. Click "Next" to proceed with the succeeding steps.
6. After successfully importing the data, go to "Admin" then "Users".
7. The user details now appear on the table.
An invite for a walkthrough on log-in process and change or set password will be sent through email to newly uploaded users. On this table, it can be seen if an invitation has been sent, if the users are already verified, or if they have completed the log-in process.
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