Adding and Removing System Users

In this article you will learn how to add and remove system users.

Jump to section:

• Adding System Users
• Removing System Users
• FAQ's
• Related Articles:

Adding System Users

1. Head to admin.
2. Click on the User & permissions tile.
3. Click on the Invite new user button. this will take you to the Create user page.
4. You will need to create a contact record for the new system user before you can proceed, if you haven't already done so. Please see our article on Creating a Contact Record on how to do this.
5. Fill in the following mandatory fields:

   Contact Record - You will need to select the contact record that will be associated with this login.

   Email Address - If an email address has been set up for the contact record this will automatically populate in this field.

   Timekeeper initials - Enter the initials of the individual.

   Unique reference - This can be anything really, but is usually an abbreviated version of the individuals name.

   System role - This will determine the permission/ level of access that the new user has. 

6. Tick the box 'Allow this user to alter your subscription data?' if you would like to grant the new user access to be able to add/remove users. 
7. Tick that you accept the terms of use and the billing charges.
8. Click Save. This will create the new login and send out an email invitation to the new user.  

Removing System Users

1. Head to Admin.
2. Click on the Users & permissions tile.
3. Find the user that you would like to remove and click Edit.
4. At the bottom of the edit user page, click Delete.
5. Enter a reason for deleting the login.
6. Tick the box 'I accept the changes to my subscription'.
7. Click Delete.

FAQ's

Q. How do I change my/a user's login email address?

A.  To change a login email address, follow these steps:

1. Update the user's contact record with the new email address
2. Remove the current login
3. Issue a new login using the new email address

Related Articles:

• Introduction to System Users
• Reassigning System Users
• List of System Users