How To Add A User

What this does

This creates a user record in the Admin App and sends that person an invite.

Creating the user is only the first step. Most staff members will still need app access, team assignment, and wages set up afterward.

Before you start

• Use the person’s real work email address.
• Decide which Platform Role they should start with.

Steps

1. Open the Admin App.
2. Go to Users.
3. Click Add User.
4. Enter First Name.
5. Enter Last Name.
6. Enter Email.
7. If needed, enter Employee ID (optional).
8. Choose the correct Platform Role.
9. Click Create & Send Invite.

Common mistakes

• assigning a platform role before you are sure what level of access the person needs
• assuming the invite alone gives access to all apps
• creating the user but not finishing team, wage, or app setup

What to do next

The next likely step is to assign apps to the user and place them into the correct company structure.

Related guides

• Admin App: How to assign apps to staff
• Admin App: How to assign staff to the correct team and division
• Admin App: How to set up staff wages