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Add an Individual User

This topic describes how to add users to your Yeastar Workplace company account individually so that they can interact with the Yeastar Workplace system.

Procedure

  1. Log in to Yeastar Workplace web portal.

  2. Click the account button in the top-right corner, and select Management Portal.

  3. Go to User Management > Users and Groups, click Add member.

  4. In the pop-up window, fill in the user information.

    • First Name: Enter the user's first name.
    • Last Name: Enter the user's last name.
    • User Group: Specify at least one user group for this user from the drop-down list.

      Note

      • The system has a default user group, you can also create new groups.
      • If no groups were created, retain the default value All Users.
    • Email Address: Enter the user's email address. The user can log in to Yeastar Workplace web portal and receive notification emails via this email address.

    • Optional: Mobile: Enter the user's mobile number.
    • Optional: Extension: Enter the user's extension number.
    • Role: Assign a role to the user from the drop-down list to determine whether the user can access management features.

      • User: This user can not access any management features of Yeastar Workplace.
      • Administrator: This user can access all the management features of Yeastar Workplace.
  5. Click OK to add this member to your system.

Result

Wait for a few seconds, a result will be displayed on the web page. If added successfully, the user will be listed on the web page as the following figure shows:


Last update: June 24, 2022

Author: cody