How to add new User

1 min. readlast update: 08.15.2024

The process of integrating a new user into the Bizport Platform comprises six sequential steps designed to facilitate the onboarding of both employees and contractors.

You also have option to create Custom Roles which can speed up your new user Onboarding with Pre-Selections. Here you can watch our video about Creating Custom Roles

Step 1: Adding User Details

 

Step 2:  Authorizing Documents 


 

 

Step 3:  Getting Signature






Step 4:  Quick Actions





Step 5:  Assigning Tasks





Step 6:  Selecting Permissions


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