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Adding Users

This guide explains how to add users to Intelexos, whether individually or in bulk, using the Users admin settings page.

Step 1: Navigate to the Users Admin Page

  1. Log in to the Intelexos admin portal.
  2. Navigate to the Users section in the admin dashboard.
  3. Click the Invite User button to start adding users.

Placeholder for Image: Users Admin Page

Step 2: Use the Add User Dialog

A dialog box will appear with two tabs: Add User and Add Bulk Users.

Adding a Single User

  1. Select the Add User tab.
  2. Fill out the following fields:
    • First Name: Enter the user’s first name.
    • Last Name: Enter the user’s last name.
    • Email Address: Provide the user’s email address.
    • User Role: Choose the user’s role:
      • Viewer: Can view and edit reports they have been granted access to.
      • Admin: Has full access to configure settings in Intelexos.

Placeholder for Image: Add User Dialog

Step 3: Adding Bulk Users (Optional)

For adding multiple users at once:

  1. Switch to the Add Bulk Users tab.
  2. Upload a CSV file containing the user details:
    • The file should include columns for First Name, Last Name, Email Address, and User Role.

Step 4: Save and Invite Users

  1. After entering the required details (either individually or in bulk), click Save.
  2. The added user(s) will now be able to login to Intelexos with their Microsoft Account.