Create a User

Creating a user in the system helps you manage access, assign roles, and track individual activity within the platform. By setting up specific users, you can control permissions and ensure the right individuals have access to the appropriate features and data.

Creating a new user in Geta.ai is a straightforward process.

Follow these steps to add a user:

1. Access User Settings

   • Navigate to Settings Icon located at the Bottom-Left.

2. Navigate to Users & Permissions

   • In the Settings menu, go to the Users & Permissions section.

3. Add a New User

   • In the User section, you will see a list of existing users.
   • Click on the Add User button located on the right side of the page.

4. Enter User Details

   • Fill in the following details for the new user:
     • First Name
     • Last Name
     • Mobile Number
     • Email Address
   • Assign a Role to the user from the available options.
   • Set the Concurrent Chat limit for the user if applicable.

5. Save the New User

   • Once all details are filled in, click on the Save button to create the new user.

6. User Receives Verification Email

   • After saving, the user will receive a verification email with a link to verify their account.

7. User Sets Password

   • The user clicks on the link in the email, which redirects them to the password setup page.
   • The user creates a new password to access the Geta.ai platform.

8. User Login to Geta.ai

   • Once the password is set, the user can log in using their email and password.