🌟 Why Adding Users in TAS is Beneficial

Adding additional users to your TAS account provides several advantages:

• Improves team collaboration: Multiple users can work simultaneously, making it easy to manage tasks and financial data.

• Efficient role management: Assign specific roles and permissions to each user, ensuring they only have access to relevant information.

• Enhances security: Limit access based on roles to protect sensitive financial data, ensuring that only authorized users can make changes.

🌐 Steps to Add Additional Users to Your TAS Account

Follow these steps to add a new user to your TAS account:

1. ⚙️ Navigate to Settings

• On the TAS Dashboard, click on Settings from the sidebar menu.

2. 👥 Access Roles and Permissions

• In the Settings section, click on Roles and Permissions.

3. ➕ Add a New User

• Click on Add User to create a new user account.

4. 📄 Enter User Information

• Fill in the following details:

  • 👤 User Name: Enter the name of the new user.

  • ✉️ Email Address: Provide the email address of the user.

5. 🔒 Assign Permission Level

• Select the appropriate Permission Level for the user. This determines what areas of the system they can access and what actions they can perform.

6. 💾 Save and Notify the User

• Click 💾 Save to add the user.

• The new user will receive an email with instructions on how to log in to the TAS system.

That’s it! 🎉 You have successfully added a new user to your TAS account. The new user can now log in and access the system based on their assigned permissions.