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How do I add or edit users?

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Written by Natascha Groels

Which roles are authorised to add users?

Within the environment, only people with the role "Beheerder" (Administrator) or "Functioneel beheerder" (Functional administrator) can add other users.

Want to know more about user roles? Read more: User roles


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How does it work?

You can add new users or edit existing users.


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Adding a new user
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Step 1: Log in to the dashboard of your environment.

Step 2: Click the block called "Gebruikers" (Users)

Step 3: Click the (+) icon to add a user

Step 4: Fill in all the details of the new user

  • "Naam" (Name) (required)

  • "E-mailadres" (Email address) (required)

  • "Taal" (Language) (required). The language you select will be the default dashboard language for this user.

  • "Telefoonnummer" (Phone number) (optional)

  • "Rol" (Role) (required). More information: User roles

Step 5: Click "Opslaan" (Save)

Before a user can place orders, the user must be linked to a branch.

Step 6: Go to "Instellingen" (Settings) at the top right


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Step 7: In the menu on the left, navigate to "Vestigingen" (Branches)

Step 8: Click the branch you want to link
Red means inactive, green means active.

Step 9: Click "Opslaan" (Save) at the bottom

Note

Linking a user to a cost centre is optional. If this applies, you can also do this via the settings by navigating to "Kostenplaatsen" (Cost centres) on the left.

Editing an existing user
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Step 1: Log in to the dashboard of your environment.

Step 2: Click the block called "Gebruikers" (Users)


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Step 3: Find the user you want to edit and click it

Step 4: Go to "Instellingen" (Settings) at the top right

Step 5: Adjust the settings you want, such as email, role or branch

Step 6: Click "Opslaan" (Save) at the bottom

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