How to - Create a user
1. Access user creation
From the left menu, click on Settings > Users. This page allows you to view and manage all users in your system.
To create a new user, click on + Add at the top right, then select Add a user.
2. Link user to employee profile
Select the employee’s name from the dropdown list. This step is crucial so the user can make requests or view their profile.
Important: Do not skip this step if the user needs access to their personal information.
3. Enter the user's information
In this section, you’ll need to fill out the following fields:
First Name
Last Name
Email – This will serve as the username. The password setup link will also be sent to this address.
Initials – Used to quickly identify who made certain changes on the platform.
4. Assign a role
Choose a security role for the user from the dropdown list. This role determines the user’s permissions and access to different sections of the platform.
Warning: If no role is assigned, you will need to manually configure permissions one by one.
5. Restrict user access
If the user should only have access to their own information, make sure to select "Restrict information to the selected employee". If not, you can give more access by selecting "Visibility of all employees or by structure" and restricting access by working sites and/or departments.
6. Save
Once all information has been entered and verified, click Save Data to finalize the user creation.
Note: The user will receive an email with a link to set their password as soon as you click Save Data. The link in the email is valid for 7 days only.
⚠️ It is important not to manually activate the user, as this will prevent them from setting their password.