Adding new users to your Capex Plan system is a simple but essential step for ensuring that your team members have the access they need. This guide walks you through the step-by-step process of creating user accounts, whether you’re onboarding a single team member or an entire department.
Navigate to User Management
- From the main dashboard, click on User Management.
- Select the Create New User tab to begin the process.
You will be prompted to fill out key user profile information:
- Full Name – Enter the user’s complete name.
- Job Title – Input their role or designation.
- User ID (Optional) – Only required if your company mandates it.
Note: The User ID field is optional by default. Check your organization’s settings to confirm if it’s needed.
- Enter the user’s company-related details. Use the “Use my information” link to auto-fill fields with head office data.
- If the user operates from a different region, manually enter their specific company details instead.
On the second tab:
- You’ll be prompted for the user’s location details:
- Address
- City
- Province
- Country
Note: Use “Use my info” cautiously—only if the user is at the same location as the head office.
Set Email and Access Level
On the third page:
- Enter a unique email address (not already registered in the system).
- Hovering over the email field displays additional tips and validation rules.
Select User Type
Capex Plan offers three main user types:
1. Normal User
- Select specific organizational units the user should access (e.g., West Coast, Middle East).
- You can assign multiple units.
2. Regional User
- Acts like a Super User, but only within assigned regions or business units.
- Offers more access than a normal user, but less than a global Super User.
3. Super User
- To assign Super User rights:
- First, select the business unit.
- Place the user at the top level of the organization chart (e.g., Global Corporation).
- After selecting you have access to super user.
- Placing them at a lower level (e.g., USA) will disable the Super User option.
Note: Super Users have full access to the system. Once selected, no further access customization is needed.
