Creating Users
Roles define what actions users can take in the platform.
User Type:
Non-Primary: Manages employee records and audits for their organization.
Primary: Non-Primary and can add and remove other users, update settings.
User Status:
Active: Manages employee records and audits for their organization.
Inactive: to remove access for a user, use this status
Steps:
Go to Settings → Users.
Click Add User.
Enter the new user’s details (First Name, Last Name, Email, Phone).
We default to two-factor authentication being active.
Click Create User to send login instructions.
⚠️ Note: Each user’s email must be unique and serves as their login credential.
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