Adding Users

User Setup

Use this screen to add/remove users from the system.  Use must complete PERMISSIONS SETUP before attempting to use this screen.

This screen has a default view that will show a number of columns for all employees.  You can create your own views by moving columns and filtering the data, then saving the view, for instance
  1. All employees
  2. Active Users 
  3. Inactive Users
These are the actions you can make on this screen:
  1. View users
  2. Disable a user - unselect the ACTIVE column checkbox
  3. Invite/Re-invite a user - first make sure the user is ACTIVE.  Click on the SELECT box on the left of the screen, then click INVITE SELECTED USERS.  This will send an invitation to all the users you have selected.
  4. Assign Roles - Double click on the user.  In the ROLE column, select the role you want to assign.
  5. Edit User Data - Double click on the user.  You can edit the email address, phone number and user role.
The other information on the user record is coming from the ERP accounting system and cannot be edited in the application.  Edit the employee record in the accounting system in order to change any other field.

To ADD a user:
  1. Set the view to ALL EMPLOYEES.
  2. Use the search box to search for the employee.
  3. When you find the record, click on the ACTIVE checkbox to make the employee and active user.
  4. Double click the record and enter the email address for the employee.
  5. Select the record using the SELECT checkbox on the left of the screen.
  6. Click INVITE SELECTED USERS and the system will send instruction to the person on how to log in.
To REMOVE a user:
  1. Use the search box to search for the user.
  2. Uncheck the ACTIVE box on the employee record.
Note:  Users that are marked INACTIVE or TERMINATED in the accounting system will be automatically disabled (set inactive) on the next import.  Only active employee can be users.

To UPLOAD a list of PINs:

Rather than manually key each PIN for employees, you can upload a file of PIN numbers.  The file must be in CSV format with the following column headers (case sensitive):
  1. employeeCode
  2. PIN
Once you have created the file, click on the CHOOSE FILE button.  Select the file.  The system will then upload the file and post the PIN numbers for each employee code that is in the file.

Setting up a Non-Employee User
If you need to add a user that is NOT an employee, then click on this button.
You will need to add First Name, Last Name, email.  If adding a company name fill in both first and last names fields.
Assign a ROLE.

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