Adding A User

Click here to view our "User Manager" Video

Step #1

Click here to reveal the "Users And Teams" sub-menu.

Step #2

Click here to add a new "User".

Step #3

Click "Create User"

Step #4

Select a “Team” from the dropdown. This determines which locations the user can access within the system.

Step #5

Enter "Hourly Rate" (Optional)

Step #6

Enter " First Name"

Step #7

Enter "Last Name"

Step #8

Select a “Primary Role.” For details on the different user levels, please see here.

Note: Employees are users with access to the database at no cost. Any individuals who do not need full database access but still require assigned training should be created as Employees in this section.

Step #9

You can skip the “Existing Employee Profile” selection. It’s only needed for users who joined before the Employee Profile feature was added.

Step #10

Enter "Email Address"

Step #11

Enter "Phone Number"

Step #12

Select "Timezone"

Step #13

Enter "Notes"

Step #14

Click "Create User"

Step #15

Once a user is created, an Employee Profile is created and linked.