User Setup

User and Role Setup

Hand Over User Spreadsheet Upload

Show customer how to bulk add users using spreadsheet upload.

Preferable however, to create by cloning template user.

Hand Over New User Setup

Show customer how to create new user, either from scratch or by cloning an existing user.

Hand Over User Role Setup

Show customer how to modify existing user roles. Point out that changes are generally best to validate with RTD first in this area, but may be possible to do simple changes themselves.