To create users, you need the correct admin permissions. If you don't, speak with your internal system administrator.
Create the user account
To set up a new user, follow these simple steps.
From the left menu, click People, then click Employees.
Add the name of the employee, then on the right of the record, click Add User.
Ignore the top section, then go to the User Name box and enter a username for your employee.
Select either Auto-generated password, or enter a password for the user to use. If you're entering a password, ensure fill out the Confirm password box too.
If you need your user to change their password when they first log in, select Change the password on the next login.
Click the Register button, then select the user's role. This is setting the permissions for the user.
Select the user's main location, then click Save.
You'll see a confirmation box saying that the new user has been added and it gives you the ability to copy the generated password to your clipboard so that you can paste it into an email if required.
Username already in use?
If you're seeing a Username already in use message when creating a new user, it usually means that the username is already assigned to another account. Here's how to find and resolve it.
Find the existing user
From the left menu, click Employees.
Click View Employees.
In the Status drop-down, select All.
Click the Username column to sort.
Scroll through the list to find the record using that username.
Update or delete the username to free it up for the new user.