Please follow the below step by step guide:

Entirely new

  • Navigate to Admin tools > Users
  • Press the blue "Add new" button.
  • Review "Licensing information" to ensure there are available user licences.
  • Complete the "Personal details", "System information" and "Groups" areas and then press the orange "Next" button.
  • Complete the "Entitlement" and Authorisers" areas and then press the orange "Save" button.


By copying an existing user

  • Navigate to Admin tools > Users
  • Use the search filters to find the existing User you intend to copy, then press the blue "Copy" button on their row.
  • Review the "Licensing information" to ensure there are available User licences.
  • Complete the "First name", "Middle name(s)", "Last name", "Email" and "Login" fields and then press the orange "Create" button.


Please find our video tutorial link below:

https://youtu.be/48SVt9OyJXE


Note: You will need the "Users" Administrator Access Permission applied to your e-days role in order to carry out this task