Creating new users on the eBanqo platform allows you to manage who has access to your business dashboard and assign roles accordingly. Follow the step-by-step guide below to create users for your team.

Step 1: Log in to Your Admin Account

1. Visit the eBanqo 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 the Create New User button.
2. A form will appear where you can enter the new user’s details.

Step 4: Fill in User Details

Provide the following information:

• Full Name – Enter the user’s first and last name.
• Email Address – The email the user will use to log in.
• Phone Number – Enter the user’s contact phone number.
• Role – Assign a role such as Admin, Agent, or Supervisor.

Step 5: Create and Send Credentials

1. Click Create User.
2. The system generates login credentials and sends them to the user’s email.

Step 6: Confirm User Creation

The new user will appear in the user list under the Users section.

Notes:

• Ensure the email address is correct to avoid login issues.
• Assign roles carefully to maintain proper access control.
• You can deactivate users anytime from the Users section.

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How to Deactivate Users on eBanqo

Deactivating a user ensures that inactive or former team members can no longer access your organization’s account.

Step 1: Log in to Your Account

Step 2: Navigate to the Users Section

1. Locate the Configurations icon in the left sidebar.
2. Select Users.

Step 3: Find the User

1. Search for the user by name or email.
2. Click the three-dot menu beside the user’s details.

Step 4: Deactivate the User

1. Select Deactivate in the user profile.
2. Click the deactivate button to remove platform access.

Step 5: Confirm Deactivation

1. A confirmation popup will appear.
2. Click Yes, Deactivate.

The user’s status will now appear as Inactive in the user list.