Manage Users and Roles

Step-by-Step Guide to Create a User and Assign a Role

Step 1: Access the User and Roles Section

  1. Log in to the portal https://console.blusapphire.com where user management is available.

  2. Navigate to the "User and Roles" section to begin the user creation process.

  3. Click on Create User from the top right corner.

Step 2: Fill in the User Details

  1. Email Address:

    • Enter the email address of the user you wish to create. This will be used to identify the user and send notifications.

  2. Assign the User Role:

    • Role: Choose the appropriate role for the user:

      • Client Analyst: If the user should have access to the partner’s services with limited permissions.

      • Client Admin: If the user should have administrative privileges to manage services and configurations.

Step 3: Review the User Information

  1. Double-check that the email address is correct, and the selected role corresponds to the level of access the user requires.

Step 4: Save and Assign the Role

  1. After entering the details, click on "Create User" to assign the user role and save the information.

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