To create a new user, access the Users section and click on the "New User" button.

The user creation process consists of three steps:

1. Enter Email Addresses and Select Role:
   Add the email addresses of the users you wish to invite and select their role within the Fabrick Dashboard:
   
   - Manager: can add and manage Team users and assign Workspaces.
   - Operator: can manage operations on the Dashboard and/or analyze data but cannot manage Users or Workspaces.

For more details on the actions allowed for each role in the Dashboard, see the FAQ: Users, Roles and Controls: the user's visibility

1. Select Team and Assign Workspace:
   
   - Assign the user to one or more Teams. Within the same Team, users can view each other's profiles.
   
   - Assign at least one Workspace to the user — the working environment in which a Dashboard user can operate.

For more information, see the FAQ: Workspaces: Types and Tabs.

1. Controls:
   Define the actions the user is allowed to perform in a specific workspace by selecting the appropriate control level: View, Edit, or Custom Control:
   
   - Edit: allows the user to view, export, and manage payments (capture, cancel, refund) within a workspace and to activate new payment methods.
   
   - View: allows the user to only view workspace data (e.g., view payments and manage reporting).

Once these configurations are completed, you can finalize the user creation by clicking the “Invite” button.

User details can be modified at any time, even after the user has been created. To do so, go to the Users section, select the desired user, and you will be able to:

• Change the user's role;
• Assign new workspaces;
• Modify the permissions on already assigned workspaces.