Create a User

A user is a person using Fairways Guarantees.

 

Navigate to the Users Section
  1. Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
  2. Select a customer account.
  3. Navigate to Administration > Users.

Dashboard_Administration_EN.png

 

Create a User
  1. Click Invite User.

Administration_User_EN.png

  1. Complete the form with all relevant details.

Notes: Fields marked with an asterisk * are mandatory.

Field

Description

Email

User's email address.

Note: Email addresses must be unique within the same Fairways Guarantees account.

Language

User account language.

Roles

User's role(s) to define affected permissions.

Perimeters

User's accessible perimeter(s).

  1. Click Invite User.

User_Create_EN.png

The user is invited to join the application.

User_Created_EN.png

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