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How do I create a user?

Create a user and grant them privileges

Note: It is possible to create a user directly using add user feature. This user will not have few features like Room Reservations. To directly create a user, go to Settings (left bottom gear icon) → Accounts → Users

Create the User

  1. Sign into the application as a user with Administrator privileges.
  2. Navigate to the Employees module from the navigation menu.
    Navigation menu with Employees module selected.
  3. Click the Add Employee button.
    Pointer hovering on Add Employee button.
  4. Fill out the information. First and last name and email are required.
    New employee form with pointer on save button.
  5. Select Convert to User and Create new Login. Then click Save

Update the User's Permissions (if necessary)

  1. Click the Settings icon in the navigation Menu. Then select Accounts then Users.
    Settings page with user button boxed.
  2. Locate the user and double click on their row.
  3. Under License Role, click the Change button
    License Role field
  4. Select the necessary License Role from the dropdown menu. Select Modules.
    Change license role modal.
  5. Click Change to save.