🧑Managing users
Adding people in Cheker.io allows you to assign checklists, control permissions, and manage the overall user base within your organisation.
Open Cheker.io and access the main menu.
Click on "People" to view a list of all the individuals in your organisation.
To filter the list, you can select specific roles or search for users.
By default, inactive users are not shown. To view them, click on "Show inactive."
To create a new user, click on the "+" icon at the top.
Fill out the simple form with the necessary details.
Choose the role for the new user:
User Account: Allows users to have checklists assigned to them, complete checklists, but they cannot create, edit, or share checklists.
Maker: Enables users to create and edit checklists, in addition to all functions available to a user account.
Organisation Admin: Limited to a select few, this role grants full access within the organisation, including billing and subscription management.
Enter the user's information, such as name and email address.
Click "Invite" to send an email invitation to the user.
The user will receive an email with a link to sign up. They will need to create a password during the signup process.
After inviting a user, you can add more users or click "Cancel" to exit.
To edit a user's details, click on the user's name in the list.
Click on "Edit" to make changes to their information.
Modify the user's role if necessary.
Click "Save" to update the user's details.
To deactivate a user, select "Make Inactive." This frees up a license spot and prevents the user from accessing Cheker.io
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