How do I create a new Cintra Group's user?

In order to give managers access to Cintra Groups, there is a two step process.  

• Step 1: Create Cintra Cloud user account
• Step 2: Assign Cintra Cloud manager to group(s) 

Step 1: Create Cintra Cloud user account

1. Log in to your Cintra Cloud account.
   
   
2. Look for the Settings toolbar item on the main menu
   
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3. Within settings, locate and click on the "Create payroll user" button.
   
   
4. This action will open the 'Create New User' window.
   
   
5. You will be presented with a 'Create New User' window, fill out the following details:
   
   - Forename: Enter the user's first name.
   
   - Surname: Enter the user's last name.
   
   - Email: Provide the email address for the user. Ensure it's an address they access regularly, as they may receive notifications or password resets here.
   
   - Mobile Phone Number: Input the user's mobile phone number. This may be used for two-factor authentication or urgent communications.
   
   - Select Roles: Depending on the permissions you want to grant the new user, choose the appropriate roles from the list.  You must select roles prefixed with 'Manager'
   
   For further information on manager roles click on the following link: What are the manager roles available?
   
   - Select Payrolls: Assign the relevant payroll or payrolls to the user, ensuring they have access to the correct data.  (There is a second layer of security within Cintra Groups that restricts the user's visibility).
   
   
6. Once you've filled out all the required details and made the necessary selections, click on the Save or Confirm button.
   
   
7. Your new user has been added to Cintra Cloud!
   They will receive an email notification to set up their account and create a password.

Step 2: Assign Cintra Cloud manager to group(s) 

1. Look for the Groups toolbar item on the main menu
   
   
2. Click on the Group you would like to add the manager to.
   
   
3. Click on the cog located to the top right of the screen, and then click on 'Set Managers'
   
   
   
   
   
   
   
4. Locate the manager(s) you would like to assign to the group and make them 'Active'
   
   
   
   
5. You have the ability to further restrict the managers access within the Group by selecting 'Cost Code' and 'Payroll' you would like the manager to have access to.  If you would like the manager to have full access to the group leave the default 'All cost codes' and 'All payrolls'  
   
   
6. If you would like a manager to review the group before submitting to payroll, set the 'Can Submit Payroll to Administrator' toggle.  Should there be need, you can setup a group with an inputter, and a separate submitter.  
   
   
   
   
7. When you are happy with what you have setup, click 'Done', Cintra Groups will then assign the manager to your Group. 

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