Create New User

Onboard a new team member, set up an administrator, or grant restricted access to an operator, this guide will walk you through the process to ensure the right permissions are assigned and user details are correctly configured.

Step-by-Step

1. Access the "Entities-Users" Menu

From the platform's main screen, click on the side menu and select "Entities-Users"

2. Start Creating the User

Click on the "Create User" button located in the upper right corner of the screen.

3. Fill in the Required Information

• Username: Enter the name the user will use to log in.
• Full Name: Provide the user's full name.
• Email: Input the user's email address.
• Password: Set a secure password for the user.

4. Assign the User Role:

Choose the user's access profile:

• Analytical: Access only to the accounts dashboard, first screen.
• Administrative Policies: Focused on blacklist blocking functionalities.
• Full Financial: Access to the home screen and transactions.
• Administrator: Full access to all functionalities.
• Support: Access only to transactions and CPF verification.
• Financial: Access to transactions only.

5. Confirm the Account Creation:

Review the details entered and click "Confirm" to create the account.