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Documentation Index

Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt

Use this file to discover all available pages before exploring further.

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Add a new user

Learn how to add users & assign roles Easily create new user accounts and assign them appropriate roles such as Admin, Checker, or Maker to manage platform access. Admins can add new users to the platform through the Settings > Roles section.

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Steps to Add a New User:

Step 1: Navigate to the Roles Landing Page. Go to the Settings module and click on Roles. Step 2: Click “Add User”On the top right of the Roles page, click the “Add User” button. Step 3: Fill in User Details**A form will appear. Enter the following required information:
  • Name**: Full name of the user
  • Password: Set a secure password for login
  • Role: Select a role from the dropdown (e.g., Admin, Approver, Maker)
User role currently available for selection: ​ Admin​, Checker, Maker​ Step 4: SaveOnce all fields are filled, click “Ok” to create the new user account. Need help? Reach out to your support team or cs@xoxoday.com.