User Manual
  • Welcome
    • Getting Started
      • Introductory Note
      • Creating an Account
    • Setting up Workspaces
      • Buying a new Workspace
      • Single cluster and multiple cluster
        • Setting up a Single Data Cluster
        • Setting up Multiple Data Clusters
      • Setting up Fields to Extract
      • Setting up Export Templates
    • Assign Users
      • Create Users and add them to the Realm
      • Assign User To A Workspace
    • Running the Extraction WorkFlow
      • Upload Documents
        • Uploading documents from the Admin panel
        • Uploading documents from Web App
      • Extract Records
      • Verify Records
      • Export Data
    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
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  1. Welcome
  2. Assign Users

Create Users and add them to the Realm

Creating users for the realm involves setting up new accounts and ensuring they have the necessary access to SageX.

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Last updated 8 months ago

  • Login to your account.

  • Navigate to “User setup” in the Admin panel.

  • Click “Create New User”

  • Enter the details of Name, Email ID and Employee ID.

  • Click “Save” to create a new user to the realm.

  • The user will receive an email asking them to activate and set their password.

  • Once they are registered, you can then assign them to a Workspace to start using SageX