This guide has been created for system administrators.

Specific role permissions may be required, including: Users.


Overview:

Each employee in your organisation that uses the Edays system will be assigned a User account. Users can be configured using defaults inherited from Global or Template level settings, or can be uniquely configured at their individual User level - please click here to see our guide to system hierarchy.


Step by step guide:


Entirely new

  • Navigate to Admin tools > Users.
  • Click the +Add new button.
  • Review 'Licensing information' to ensure there are available user licences. If you require further licenses please click here to see our guide to ordering licenses.
  • Complete the 'Personal details', 'System information' and 'Groups' sections then click the 'Next' button.
  • Complete the 'Entitlement' and 'Authorisers' sections then click the 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 click the Copy button to the right.
  • Review 'Licensing information' to ensure there are available user licences. If you require further licenses please click here to see our guide to ordering licenses.
  • Complete the 'First name', 'Middle name(s)', 'Last name', 'Email' and 'Login' fields then click the Create button.