Administrationimport { Callout, Steps } from ‘nextra/components’
Create a User
Goal: Create a user account and give the person the right yacht access and profile from the start.
Before you start
- You must have permission to manage users.
- Prepare the user’s first name, last name, username, and email address.
- Decide which yacht or yachts the user should access.
- Decide which profile or profiles the user should receive.
[PLACEHOLDER: screenshot - Administration Users list with the New action]
Steps
Open Administration from the main navigation.
Open Users
Open the user management area.
Create a new user
Click New or the equivalent action used to create a user.
Enter basic details
Enter the user’s name, username, and email address.
Select profiles
Choose the profiles that match what the user should be able to do.
Select yachts
Choose the yacht or yachts the user should be able to access.
Choose a default yacht if needed
If the user has access to more than one yacht, select the default yacht when your process requires it.
Save the user
Save and wait for the user to appear in the Users list.
Good practice
Create users with the minimum access they need at the start. You can add profiles or yachts later if their role changes.
Result
The user account is created and linked to the selected profiles and yachts.