Setting Up Your Team

Once you've subscribed, there's nothing more exciting than sharing something new with the rest of your team - and we've made it super easy to do!

Your teammates will not have to subscribe or sign up - you can simply add their details and they'll just be able to log in!

To add users, head over the HR screen, where you will be able to add and manage all of your company's users. 

Note: If you cannot access this screen, you might need to be granted the right role. Your manager (or the person that registered your company) will be able to do this by logging in, editing your user account, and checking "Admin" under the User Roles.

Once you've opened the HR screen, you'll probably see something like this:

Adding a User

If somebody's missing from this page, you can quickly rectify it, by just clicking the blue "+", at the bottom right of the screen. You can then choose a username for them. Keep it short, sweet and without spaces - maybe the first part of their e-mail address will do?

The rest of the form is quite easy to fill in. The password that you enter will only be temporary and they will be able to change it later, if they wanted to. 

You will also see a checkbox, labeled "Enable Portal Access". When this checkbox is ticked. the user that you are adding will be able to log into the system, view and create reports and count towards your user limit. If you'd like to just keep them on the system without needing them to log in, you can uncheck this box.

What about User Roles?

User Roles give your users certain privileges on the portal. There are 2 roles - Standard User (which is the default) and Admin. A Standard User can log in, view and create reports. An Admin user can do everything that a Standard User can do, while also having access to the Venue set-up and HR screens, and all the functionality that comes with it. You can choose a User Role, by clicking on the "User Roles" tab when creating a new user, or by clicking on the same tab when editing a user.

Editing a User

Once you've added a user, you will immediately see that their details have been added to the HR screen. You can then add more details to the user (or edit their existing account), by clicking on the "Menu" icon and choosing "Edit", under the Actions column, next to their profile. 

You'll now be able to save some more data for the user, toggle their Portal Access or reassign their roles, if needed.