Step 1: To access the Main menu, look for the vertical list of options on the left side of the page.
Step 2: Click on “people” to open a submenu with a list of options.
Step 3: In the submenu click “User”
Step 4: Select “New” to add user.
Step 5: Fill the user details and then click ‘save’
Step 6: After saving, you see additional input fields for user details. Simply click on ‘Employee Code’ fill a unique code for the user. Then, choose whether the employee should have user or admin privileges by selecting ‘Tool Privilege’.
Next, choose the ‘Department and Designation’ for the user.
Then, select the user’s ‘Reporting Manager’.
Finally, designate the user as either a board member, director, or CEO by clicking the appropriate option. Click the check-in button to finalize.
User addition and integration with HR systems, enabling automatic user updates, can only be performed by administrators on our platform.
