Press play to watch a quick video or continue to our step-by-step guide below.
1. Choose the users and role management tab in the Admin section of your portal.
2. Select the portfolio users tab and then choose add new user.
3. Fill in the basic user details which will include required fields like:
email
first name
last name
Be sure to also check whether this staff member needs to set up MFA (multi-factor authentication). Then click next..
4. Choose the community & user role that the staff member will need.
Community: You can also choose to select all communities attached to this customer, if the user should see all of this information.
User Role: Be sure to search for "IoT" in the user meta role section before selecting the type of staff member.
5. Then click next.
6. Select save. Your IoT staff user has been created! Next, you'll want to let this user know they will receive an email from Quext.io to create their password.
Once the staff member has created their password and logged in, you will see them listed as Active.
Need help?
Use the Chat with Support feature in your Quext portal or Quext app.
You can also search our full help desk library within your Quext Help Center.