Create & edit Users

Admin mode

Explore the user list

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.

Add new users

Each user has their own profile with information specific to that employee.

You can add users in two ways:

Import

Upload a CSV file via Import users to create multiple users at once.

Manual registration

Add individual users directly in the interface.

Create users manually

1. Go to Admin

2. Open the Menu

3. Select People

4. Select Users

5. Click Create user

6. Enter basic information:

   • First name, last name

   • Email address

   • Mobile number

   • Address

7. Enter employment details:

   • Job title

   • Employment start date

   • End date (if known)

   • Employment type (e.g. full-time, part-time)

   • Manager

8. Select the user’s role

9. Select team membership

10. Choose whether the invitation should be sent now or later

Manage existing users

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.