How do I create a user account?

Modified on Tue, 10 Dec at 3:06 PM

Once your company has been registered, and you have been setup as an admin user, you can begin creating additional users.

To create an user account

Before a user account can be created, a user record first needs to be created.

Click on the Setup cog in the bottom left hand corner. A dropdown menu appears. From this, select people.
The people view appears. In the sidebar, click on the + Person button.
The User Account page appears. Here you can create a user record.
Ensure the following options and fields are selected or filled in. For more information, see What are User Accounts?

Field	Description
Active	Ensure this checkbox is ticked
Administrator	This checkbox is used to determine whether you want to grant administrator privileges to a user or not. Note: Do not select this option when creating an employee account.
Finance	Note: Only select this option for employees you want to allow to approve claims.
Email Address	The email address of the employee.
First Name	The first name of the employee.
Last Name	The last name of the employee.

Continue to fill in any other information, if necessary.
Click the Save button. You are taken to the People page, where the new user's status displays Send Invite.

Once the user record has been created, you can invite the employee to create an account.
Select Send Invitation from the Actions menu.

A confirmation message appears.
Click the Send Invitation button. The user's status has changed to Pending.

And the email is sent to the the user, asking them to sign in and get started.

After the user has signed in for the first time, their account is no longer Pending.
Continue to edit or perform actions on their account.