Creating new users on the eBanqo platform allows you to manage who has access to your business dashboard and assign roles accordingly.

Step 1: Log in to Your Admin Account

  1. Visit eBanqo’s portal and log in using your admin credentials.
  2. Once logged in, you will be directed to the dashboard.

Step 2: Navigate to the Users Section

  1. Click on Configurations in the left-hand menu.
  2. Select Users.

Step 3: Create a New User

  1. Click on the Create New User button.
  2. A form will appear where you can enter the details of the new user.

Step 4: Fill in User Details

  1. Full Name: Enter the user’s first and last name.
  2. Email Address: Provide the email address the user will use to log in.
  3. Phone Number: Enter the user’s contact phone number.
  4. Role: Assign a role to the user.

Step 5: Create and Send Credentials

  1. Click Create User.
  2. The system will generate login credentials and automatically send them to the user’s registered email.

Step 6: Confirm User Creation

After successfully creating the user, they will appear in the user list under the Users section.

How to Deactivate Users on eBanqo

Step 1: Log in to Your eBanqo account

Step 2: Navigate to the Users Section

  1. Locate the Configurations icon on the left sidebar menu.
  2. Click Users under the Configurations menu.

Step 3: Find the User You Want to Deactivate

  1. Search for the user you want.
  2. Click the three-dot menu beside their details.

Step 4: Deactivate the User

  1. Open the user’s profile.
  2. Click Deactivate.

Step 5: Confirm Deactivation

  1. Confirm by clicking Yes, Deactivate.
  2. The user will now appear as Inactive.

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