To add a new user to the application:
Go to Setup/User Setup
Change the view to ALL EMPLOYEES
Step 1 - Find and Activate a Person
- SEARCH for the user using the search box using the first few letters of the person's first name or last name
- Enter the EMAIL ADDRESS for the person you wish to activate
- Select a ROLE for the person
- Click the ACTIVE checkbox for that person
Continue this process for each person you wish to activate.
Now the users are active, but you will need to invite them.
Step 2 - Invite Users
- Click the SELECT checkbox for all the people you wish to invite.
- Click the INVITE SELECTED USERS button. This will send an email to each person.