1 . Navigate to Add User

• Login as Organization Admin in the PreciseCA Web Application.
• Go to Admin Panel.
• Click on Add User.

2 . Enter Mobile Number

• Enter the user’s mobile number and click Submit.
• System will check if the user already exists:
• ✅ If the user exists → details will be fetched.
• ❌ If no user is found → system will show “No user found” with an option to Create User.

3 . Create User (If Not Found)

• Click Create User.
• Fill in the required details:
• Name (mandatory)
• Email Address (optional)
• Mobile Number (auto-filled)
• Address (optional)
• Admin Notes (optional)

4 . Map Companies to User

• Scroll down to Map Companies to User.
• A list of companies will appear.
• For each company, select the Role from the dropdown (e.g., Admin, Accountant, Viewer).
• You can assign multiple companies to the same user.

5 . Save User

• Once all details are entered and companies mapped, click Submit.
• The user will be successfully created.
• The new user can log in using their mobile number + OTP.

6 . View Users List

• Navigate to Admin Panel → Users.
• Here you will see all users under your organization, with their:
• Profile icon
• Name
• Phone number
• Newly added users will appear here immediately after creation.