How do I manage Adhoc users?

Step 1:  Login to using your User Name and Password

Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be displayed

Step 3: Click “Settings” menu. You will find “Manage Adhoc Users” optio

Step 4: Click “Manage Adhoc Users” option. You will be navigated to Manage Adhoc User page.  You will see adhoc user list

Step 5: In the list page, under actions column, you will see icons to Edit or Delete

Edit option

Step 6:Click edit icon. You will be displayed with update Adhoc user page. Edit the necessary details and click “save” button

Note: Edited adhoc user record will be sent to users with Checker role for approval

Delete option

Step 7:Click delete icon. You will be displayed with an alert message. Click “Ok” to delete adhoc user

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