Create and edit a user
Create a new user
- Go to People > Users.
- Click New User.
- Add First name, Last name, Account, Hire date, Superior and Primary team
- Add user settings User name, Role & License and Calendars.
- Add other necessary information and click Save as new.
Note:
Balance calculation: The hire date will be used for the balance calculation. If you need to set a onetime value for balance, read more about How to add balance start value.
Work time calendar: How to create a work time calendar.
Contact as a User: You can also set a contact as a user from the contact summary page. This requires a separate access right. The new user inherits information from the contact. Read more about contacts.
Edit a user
- Go to People > Users.
- Edit a user either by:
- Click on the user name and in the summary page click Edit or
- Click the pencil icon of the user you want to edit.
- After you have done the changes, click Save.
Note:
If you want to remove an user or set user inactive, read more about how to change user status.
