System Setup - Step #4: Adding Users

Adding a New User

Video Tutorial:

To add a new User to your system, navigate to Admin > Users. Then, click on the +New button.

In the lightbox, Enter the new User's email address and choose a User Role for that person (you can also invite multiple new Users at once and you can have as many users as desired at no additional charge).

When you click on "Send Invitations" the recipient will receive an email with additional details. In the email they will click on a verification link to create an account.

If you add a new User as a System Administrator, he/she will have all system permissions. If you invite a new User and assign them any User Role besides System Administrator, he/she will not be assigned to any location/department by default. You can set Assignments either in an individual User's profile (Admin > Users > User File) or from the Organization screen (Admin > Organization).

Note:
You can tell if a User has completed the process by viewing the Status column in Admin > Users. If the User has not completed the process, the status will be set to "Pending".

Continue on to Step #5: Posting Your First Job