Adding a System User

Created by Kylie Mitchell, Modified on Wed, 11 Jan 2023 at 09:45 PM by Kylie Mitchell

In this article you will learn how to add a system user.

 

Adding System Users

  1. Head to admin.System_user.png
  2. Click on the User & permissions tile.
  3. Click on the Invite new user button. this will take you to the Create user page.system_user_1.png
  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. system_user_2.png
  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.  

      system_user_3.png

 

FAQ's

Q. How do I change mine or another user's login email address?

A.  To change your's or another users login email address, simply 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

 


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