User Management - Creating New User Profiles

From the Admin interface, select Manage Users from the options on the left then, from the next interface click the Add button located in the top-right corner. This will bring you to the user profile interface:

Example of the User Profile interface. Note the red bar on the Username field indicating that it is mandatory.

Fields marked by a red bar are mandatory and must be completed in order to create a new user profile. Once the field has been filled in the red bar will change to green indicating that the value entered meets the minimum validation and requirements. These fields are:

• User Name

Enter a unique username that will be used across the system to identify the user.

This can be an abbreviated form of their full name such as JohnD or, should your environment require it, an employee code or reference number used by a third party application.

• First Name, Last Name

The first name can be used to capture the user's first name, first and middle name(s) or a known-name.

Under Last name, enter their last name, surname or family name.

• Mobile Phone

Enter the user's mobile or personal contact number in the standard 10 digit format, ex.: 0112223344.

Please do not include any country codes, dialing codes, extensions or any non numeric characters such as dashes, spaces or brackets.

• Email

Enter the email account that will be linked to this profile.

The user must have secure access to this email account for security purposes as it is used to create and reset user passwords.

• User Type, Position, Role

Depending on the processes and required access rights set up for you on Laminin, the fields of User Type, Position and Role will be unique to your environment.

If you are unsure which options to select here, please refer to an administrator or HR representative.

In addition to the mandatory fields there are optional fields to complete based on the configured usage and processes within Laminin. These are:

• Tenant

If you are the administrator for a multi-tenant instance you may need to select the user's tenant here.

• Team Leader, Branch

These fields can be selected depending on whether you are using the Teams and/or Branches features in your environment otherwise they can be left as is.

• User Status

When creating a new user, please ensure that this box is checked.

• Auto Assign New Leads, User Rating, Daily Lead Capacity

These fields can be selected depending on whether you are using the Auto Lead Assignment feature in your environment other wise they can be left as is.

Once all the required fields have been completed, click the Save button in the bottom right. This will trigger the Activation Email to be sent to the email address linked to the profile. Once received, the user can follow the prompts on the email to create their password and log in.

Please ensure to allocate the new user to the campaigns pertaining to their role and position.

For any questions or additional support, please mail our team at support@lamin.in