To add a new user to your organisation first navigate to the Settings Cog in the top right corner and select “Manage Users”.
Once on the manage users screen select the “Create New” button in the top right of the window. You will now see the screen below. Complete the sections below based on users’ specific credentials
User Role Types
Below, we have listed the system default user types. This method of creating users is best for your internal staff members. To create logins for your people/worker records you can do this in the people hub.
NOTE: These user types can be customised in the User Privileges menu so that the access rights may differ. You may also see additional user types if your organisation has custom roles.
User Types | Description | Type |
New Business Administrator | This user type will only have access to the CRM | Internal |
Contractor | This is a for portal only contractors | External |
Accountant | This user type will have access to all company information of the companies they have been given access to. | Internal |
Director | This user type will have access to all company information of the companies they have been given access to. | External |
Payroll Admin | Access to all Payroll Functions | Internal |
Payroller | Access to a restricted number of payroll functions | Internal |
Self Employed | This is a for portal only self-employed contractors | External |
Contractor as Employee | This is a for portal only contractors | External |
Agency | This is for agency users to access IR35 Assessment sections only | External |
Depending on the role you choose for the user you will also need to select which companies the user can have access to. This can be done using the dropdown menu that appears at the bottom of the section. Then simply hit "Save" and your user will be created!
Finally, search for your worker in the Manage Users screen and toggle the 'Status' switch to ON.
