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Table of Contents
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1. Introduction

The Users module is used to manage users in designed to facilitate user management within the system. In order to To access Seamless, end-users must are required to have an account /or a username, which should can be created by tenant owners , or any users that have with permissions to manage users.

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User list

Clicking on the "Users" menu “Users” would will open up the "User list" screen “User list”, as shown depicted below. Information on user list:

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Action: available action on the current user:

  • Edit: users can modify the current user’s information, except username - details in section Edit users 

Username: registered username of the current user, which is used to login to Seamless.

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Field

Description

Action

The following are the actions that you can perform on a user account. Further details can be found in the sections below.

Display name

The displayed name in the user profile.

Username

The username used for logging into Seamless.

Email

The registered email address of the current user.

Created date

The date when the current user was created.

Has site access

Whether the user has access to Seamless or not.

  • The field can be "No" when the user's permission has been revoked or when the user hasn't accessed Seamless for the first time.

3. Invite a user

When you click on the "Invite User" button in the User list, it will open the Invite user dialog. You will be required to fill in all the necessary fields (marked with a *) to successfully invite a user into Seamless.

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Field

Description

Username

The registered username used for logging into Seamless must consist of letters (a-z),

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numbers (0-9),

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underscores (_),

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dashes (-), and

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periods (.)

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Display name: name of the current user that would display in user profile 

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Email: registered email of the current user

Created date: the date when the current user is created

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. Other characters won’t be allowed in the name

Display Name

Can be any text

Email

This is the email the user uses to receive a temporary password. Please input a valid and existing email.

Assign role

The role that your invited user will have

Organization

The organization that the invited user is blowing to

Info

The user's organization will determine the level of data access. Members belonging to a child organization, commonly used for brokers or external parties, may face restrictions in viewing certain data.

Language

The language is what users will see in the app.

Info

Seamless currently supports three languages: English, Swedish, and Norwegian.

Phone number

The phone number of the invited user

After successfully inviting the user, they will receive a welcome email from Seamless containing their username and a temporary password. They are then required to log in to Seamless to set a new password.

4. Edit user

There is an option to update user information in Seamless. Please note that the username cannot be altered.

5. Re-invite user

For users without site access, you can reinvite them by clicking the icon image-20240328-091900.pngImage Added . This will trigger another email invitation containing the username and a temporary password.

6. Revoke site access

With the user unable to access Seamless, the icon image-20240328-091639.pngImage Added will be displayed. Clicking on it will grant the user access to Seamless.

With the user accessing Seamless, the icon image-20240328-091714.pngImage Added will be displayed. Clicking on it will revoke the user's access to Seamless.

7. Search & Filter

You can search for a user in Seamless by their display name or username.

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