Bureau User Management

• To manage bureau users:
• Creating/editing users
• Impersonating another Payroll/Employee Hub user

To manage bureau users:

1. Within the side menu of Cintra Cloud, click Bureau users.
2. From the list of bureau users, click any name to edit it, or click the Create User button.

Creating/editing users

For each bureau user, enter the following information:

1. You must enter a forename, surname, email address, and mobile number:
   • Email address: The user will receive password resets and notifications to this address
   • Mobile number: This number will be used for authentication and urgent communications.
2. Select user roles: Select one or more roles for the user:

(click to expand)

• Bureau Manager: This user has the capability to create and manage teams, assign organisations, and allocate users. Additionally, they will have full access to all organisation payrolls. They can also access the Bank Portal.
• Team Leader: This user can also manage teams, assign organisations, and have full access to all organisation payrolls . However, unlike bureau managers, they CAN'T add, edit, or delete user accounts, nor can they access the Bank Portal.
• Bureau User: This user will have restricted access to organisations assigned by Bureau Manager.
  • All the roles above have access to the messaging and impersonation features. 
• BACS Scheduler: Can only access bank files.
• Bureau Reports Access: Can only generate, view, and download reports.

3. Impersonation: Users assigned the role of bureau manager, bureau user, or bureau reports access can be assigned the additional "Impersonation" role.  This will let them impersonate Payroll and/or Employee Hub users.
4. Click Save. Your new user is now added to Cintra Cloud, and should receive an email inviting them to set up their account. 

Impersonating another Payroll/Employee Hub user

As stated above, bureau managers/users and team leaders can be granted the "Impersonation" permission that will let them effectively "log in" as other users to check what that user will see when they log in. 

To impersonate another user:

1. Click the Payroll tab in the main menu.
2. Select either the Employee hub users or Payroll access users tab.
3. From the list of users, click theicon beside the user you want to log in as.
4. You will now be able to view any information or perform any actions that the user you are impersonating can perform. 

To end the impersonation, click the user's name at the top-right of the screen, then click End Impersonation.