Add a User

Add a User

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
  1. SEARCH for the user using the search box using the first few letters of the person's first name or last name
  2. Enter the EMAIL ADDRESS for the person you wish to activate
  3. Select a ROLE for the person
  4. 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
  1. Click the SELECT checkbox for all the people you wish to invite.
  2. Click the INVITE SELECTED USERS button.  This will send an email to each person.

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