How to add the Organization users to the specific unit of the organization?

In RIVO, The admin user of a specific organization can setup the organization's tree and add users to a specific unit of the organization.

To create the Organization users, Go to the Administrator menu and then select the option Organization Structure.

Select a specific unit for adding a new user and then click on Add User option.

A small input dialog box displayed with the following information details for the user:

First Name - This field is Mandatory. Please provide the First name of the user.
Last Name - This field is Mandatory. Please provide the Last name of the user.
Work Email - This field is Mandatory. Please provide the Work email of the user.
Work Phone - Please provide the Work phone number of the user.
Role - The following role specification is allowed for each user:
- Processor.
- Approver.
Data access - The following data access is allowed to each user:
- Unit Only.
- All Organization.
Organization Unit- Selection of list of Unit access to User

How_to_add_the_Organization_users_to_the_specific_unit_of_the_organization.gif

Note:

The user dashboard will reflect the deals based on the above selection.

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