User Guide/⚙️System Settings & Configurations/Manage Users

Manage Users

Create a User

  1. Navigate to “System” > “Users”
  1. Click “+Add User” button
  1. Enter the details on the right-hand side of the screen: Name, E-mail, Password, and Password confirmation
      2. 💡
      This password should be noted as temporary when sent to the new user and the new users should reset their password after initial login.
  1. Click “Save”
  1. Once saved, update all additional information, at minimum ensure you’ve set their roles and permissions
    Manage Roles & Permissions

Modify a User’s Information

(Including Banking Details, and Updating Their Password)
  1. Navigate to “System” > “Users”
  1. Click on the user you need to edit
  1. A page will appear on the right side of the window where you can edit the user’s information. There are two tabs here, Basic Information and HR Information.
    1. Basic Information: This includes their Name, Title, Password, and basic HR information. From this page, you can also view analytics related to their performance
    2. HR information: This includes their employment details, emergency contact, pay and banking information.
  1. Click “Save”, “Change it”, or “Update” depending on the information you are adjusting
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To modify a user’s role or permissions, see Edit & Manage a User’s Permissions.

Deactivate a User

Watch the Video
  1. Navigate to “System” > “Users”
  1. Click on the user you need to deactivate
  1. A page will appear on the right side of the window. At the bottom of the page click “Deactivate”
  1. Click “Confirm Deactivate”

Reactivate a User

  1. Navigate to “System” > “Users”
  1. Click “Filters” and toggle “Include Deactivated Users”
  1. Click on the user you need to reactivate
  1. A page will appear on the right side of the window. At the bottom of the page click “Reactivate”

View Performance Reports

There are two types of reports available: Employee Performance and Personnel Performance.
ℹ️
Employee Performance will narrow down the information for a specific user, while Personnel provides high-level KPIs for all users (e.g. Total Billable Hours and Utilization Rate)
  1. Navigate to “System” > “Users”
  1. Click “Reports”
  1. Select which Report you’d like to download
  1. Confirm the dates of the data and any exclusions you’d like to make
  1. Click “Open Report”