- 1
Open Users
Go to Users (/users), then click 'Add New User' (/users/add).
Tips- A user is a login account; an employee is an HR record — they can be linked
- 2
Enter user details
Provide the user's name, email and role.
What to enter
Field Type Description Example First Name* text User's first name — Last Name* text User's last name — Email* email Login email address user@firm.com Role* select RBAC role that grants permissions Admin / HR Manager / Employee Watch out for- The role determines what the user can access — assign carefully
- 3
Save
Save to create the user; they can sign in with their credentials.
Tips- Disable a user (instead of deleting) to revoke access while keeping history