The User view provides a complete overview of all users in the platform.
You can filter by:
Active users
Inactive users
Users who have not yet accepted their invitation
This view makes it easy to see who has access and each user’s status.
Each user has their own profile with information specific to that employee.
You can add users in two ways:
Upload a CSV file via Import users to create multiple users at once.
Add individual users directly in the interface.
Go to Admin
Open the Menu
Select People
Select Users
Click Create user
Enter basic information:
First name, last name
Email address
Mobile number
Address
Enter employment details:
Job title
Employment start date
End date (if known)
Employment type (e.g. full-time, part-time)
Manager
Select the user’s role
Select team membership
Choose whether the invitation should be sent now or later
You can:
Edit roles
Update user information
Deactivate users when needed
All changes are made in the same view to keep the user list up to date.