Do you have several users to create? Follow the instructions below to do it quickly.
First, make sure that each employee profile contains at least one valid email address (personal or corporate). To see all the addresses at once, go to Employees > Employee List and then View Summary. Scroll right until you see the email columns.
- Generate users
Go to Settings > Users and click on + Add (generate users).
Note, only the account administrator has the option to add users in bulk. - Select corporate email and choose the role with the lowest access level from the list. This ensures that no additional access is granted by mistake during user creation. Once the creation is complete, you can modify the roles of the users for whom you want to expand access.
- A loading process should occur, and the number of users created will be displayed.
👉Important: as soon as a user is created, they receive an email inviting them to join Folks and choose their password. This email is valid for 7 days only. As long as the employee has not chosen their password, their user account will remain inactive.
⚠️Attention: for users who will have a role with more permissions (for example, manager or supervisor), it is important to add initials to their user account. This helps to know who made changes/adjustments, approvals, etc.