Manage Users: Lesson 1
Adding New Employees
Users can be added to the system individually.
Getting Started
To begin, click the “Mange Users” tab. This takes you to a landing page displaying current users and a list of control options.
Add New User
Click “Add New User” at the top of the menu on the left. This will open a new window.
Input New-User Information
Fill in basic new-user information. First name, last name, and email are required fields; all other fields are optional
Define Product Permissions
Click the appropriate radio buttons to define the user’s access and control across products.
None: No access.
User: Basic access to product and control over individual information.
Administrator: Unlimited access and control over all user information.
Set Hourly Billing Rates
Set the user's regular and overtime rates.
Save & Send
Add a comment if you want a personal message included with your email to the user notifying them of their status and access permissions.
Click "Save" to send the user their access permissions and password.
Click “Close” to exit the window and discard the data.
