Manage Users for a Branch

• You have registered your company and have a branch.

Go to Users page

• If you are already logged in, then go to your Home page.

 Home Page -> Click on 'Your Branches' -> Select a Branch -> Click on 'Branch'

 Branch Page -> Click on 'Users' -> Users Page -> Click on '+ Invite new user'.

Invite a New User

• In the home page, Click on the section 'Your Branches'

• Select and Click on a branch. Branch page is displayed.

• In the Branch page, Click on the Users card.

• Users page is displayed. This page displays users associated with your branch.

• If you wish to Invite a new user, click on 'Invite New User'.

• Invite user page is displayed.

• Fill in the email and name of the user, and click on 'Send Invitation'.

• An email will be sent to the email id.

  • New user needs to register in Bael.

  • And after registration, new user needs to accept invitation from the Branch.

Assigning a role to an user

• Once user has accepted the invitation to the branch.

  • Email of the user will be displayed in the user list page.

• Select the user, and click on the row, to view information about the user.

• Click on the 'Info' button to edit role for an user.

• Branch user page is displayed. This page contains three sections.

  1. Info section: contains the Name, userid(email), Date of birth.

  2. Active Period section: displays the current status of the user in the branch. And period of active status (From Date to Till Date).

  3. Roles in the Apps section: is displayed if the user is currently active in the branch. You can edit the roles of an user for an app from this section.

New User Verification

• An invitation email is sent the user.

• If the user is not already registered in Bael, then user can register in Bael.

• Once the user is registered in Bael, user can accept the invitation for the branch.