Add licenses, users & setting user permissions
Written Walkthrough (Or jump to the GIF walkthrough)
Within the online platform click on Admin then Manage Users
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Check to ensure you have available users or licenses
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If not, add an additional license by clicking on the green edit button
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Utilize the drop-down menu to update your number of licenses.
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Please Note: Increasing the number of licenses may affect billing.
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Click Add New User
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If this is grayed out please add an additional license as outlined above
Complete the New User form completely. All fields with a red asterisk are required
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Additional Information:
Rolls: This will be the role assigned to the user and correspond to their title and permissions granted to this role. See How to Set User Permissions.
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Division: Select the corresponding division as appropriate to the user. If a division is not selected they will not see files for that division.
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KPIs: These 4 KPIs will appear on the user's dashboard.
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Landing Screen: This will be the screen the user is taken to upon log on.
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Opportunity Notifications: Check this box to receive notifications for corporate assignments. This option only applies to clients participating in the corporate and franchisee environment.
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CRM Export: Check to allow users to export CRM contacts.
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Click next
Add and remove permissions as appropriate for the user.
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NOTE: Payroll Timecard is required for users to track time on the mobile app.
PLEASE NOTE: Payroll Admin & Payroll Cost Detail may grant access to sensitive information and should be removed for most users
Keep in mind that each section will expand for additional options
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Click Save