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Step-by-Step Guide to Creating New User Accounts
Login to Billclap: Navigate to the Billclap platform and log in with your administrator credentials.
Access User Management: Locate the user management section, usually found in the admin dashboard or settings menu.
Initiate New User Creation: Look for the option to "Add New User" or similar. Click on it to start the user creation process.
Enter User Details: Fill in the required information for the new user, including full name, email address, and any other pertinent details.
Assign User Role: Select the appropriate user role from predefined options or create a custom role tailored to the user's responsibilities.
Set Permissions: Configure permissions based on the user's role to determine what actions and data they can access within Billclap.
Send Invitation: Once all details are entered and permissions set, send an invitation to the new user. They will receive an email with instructions to activate their account.
Confirmation and Activation: The new user follows the email instructions to confirm their account and set up their initial login credentials.
Review and Finalize: Double-check all entered information for accuracy. Make any necessary adjustments before finalizing the new user account creation.