Add Users and Assign Permissions

Account Owners or Admin Users can add system users and configure their access permissions following the below steps:

1. Go to Preferences.
2. Select Employees option.

3. Click Users.

   

4. Click + Add.
5. Enter the email address of the employee in the Username field.
   • The system will automatically display the System ID, First Name and Last Name provided that their email address is recorded in the Employee details.
   • The Admin users can be invited without linking their email address to the employee profile.

6. Select the User Role such as Admin, Employee, HR User, Time User, Payroll User.

   

   

7. Configure Module access in the Permissions tab.

   

8. To restrict access by Branch or Department:
   1. Go to Branch Restrictions/ Department Restrictions.
   2. Select a Branch/Department from the dropdown list.

   3. Click + Add.

      This prevents the user from accessing selected branches or departments .

      Note : Admins with Restricted visibility can only see Branches/Departments they are allowed to access and the Account Owner's username.

      

9. Click Save to complete the setup.