EV OS allows you to create site users and assign role permissions. You can create roles suited to a specific entry type and assign different roles to various user groups. Users assigned to a role will have all permissions associated with that role.

Create User

1. Within EV OS, click Roles & Permissions.

2. Click User Management.

3. Select the entry from the Site Directory panel where your intended role applies.

• If you navigated here from the popup window after creating a new role, you will already be on the entry where you created that role.

4. Click Create User to open the Create User page. 

5. Specify the following fields:

• Email (used as the user’s login)
• Name (for clarity, input the user’s full name)
• Role (select from the available roles for the current entry)

6. Click Create.

7. The user is added to the selected entry.

The user will receive an activation email prompting them to set up their password and login for EV OS.

8. Repeat the Create a user step as many times as needed.

Create Role

1. From within EV OS, click Roles & Permissions.

2. Select Role Management. 

3. Select an entry from the Site Directory panel on the left.

4. Click Create Role.

5. Enter a Role name.

6. Enter a description (optional).

7. Select permissions (optional).

8. Click Create.

9. Choose whether to navigate back to Role Management or continue to User Management to create or select a user(s) to assign the role to.