This guide will walk you through the process of creating user accounts and onboarding your staff effectively.
Adding Users to Your Account
Step-by-Step Instructions
Follow these steps to create user accounts for your team:
Navigate to Team & Users
Access this section from your Administration Console
Click the Orange Add Button
Located in the top right corner to add a new user
Select "User with an Account"
Choose this option to create a full user account
Enter User Credentials
Add the user's email address
Set a secure password for their account
Add Personal Information
Enter their first name
Enter their last name
Assign User Role
Select the appropriate role based on their responsibilities (Admin, Manager, Field Worker, etc.)
Save
Click Save to create the account
Important: Configure Notifications
Don't forget to scroll down and set up User Notifications for your Admin users. This ensures they receive important alerts and updates about system activity.
Archiving and Unarchiving Users
To remove a User follow the steps below:
Go to Staff & Users
Click the 'Bin' icon on the right side of the relevant user
From there this User won't be deleted but instead archived meaning this user will be hidden but if need they can be re-instated
To re-add a User:
Go to Staff & Users
Tick 'Show Archived'
Click the 'box' icon on the far right side of the User
From here the User will be re-added as a Team Member rather than a User, to give them login details
Click the Pencil Icon beside the relevant person
Click add Login in the top right
Give the person an email and password
Click Save
Please note: When archiving a User any resources link to this User will be permanently deleted