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How do I create a user to Authorise payments

Modified on Sat, 7 Dec, 2024 at 5:54 PM

As a User Administrator in Cintra Cloud, you can create a new user and grant them permission to authorise payments.

 

 Access settings

  1. Log in to your Cintra Cloud account.
  2. Find the Settings toolbar item on the dashboard.

  3. Click Manage Users on the drop down menu

Create a new payroll user

  1. Navigate to the tab of Payroll Access Users
  2. Click the Create Payroll User button



  3. Complete the following details in the form that opens

    Forename enter the users first name

    Surname enter the users last name

    - Email provide an email address for the user, this will be used as a login name

    Mobile Number input the user's mobile phone number, this will be used for two factor authentication. Use the international format for the phone number i.e. precede with +44 and omit the leading 0 for UK phones.  



Select user roles

  1. Choose a payroll role for the user


    In the example below the Full Access role has been clicked and chosen


  2. Choose Payment Authorisation from the group of additional roles

Assign payrolls 

  1. Choose the payroll(s) the user will have access to and for which they will be able to authorise payments


    In the example below the Secure and Efficient payrolls have been chosen

Save the user details setup

  1. When you are happy with the details you have setup, click the Save button
  2. If you want to start again and do NOT want to keep the details you have setup, click the Cancel button 

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