Create users

Create users

New users can be created in two ways: individually, via a dialog with profile picture upload, or several at once, via a tabular entry form.

Create a single user

1. Navigate to Employees.

2. Click Create employee.

3. Upload a profile picture (optional) — click the image area, choose a photo, and adjust the crop in the image cropper.

4. Enter the first name and last name (required fields).

5. The username is generated automatically from the first and last name. You can adjust it manually (at least 3 characters, no @ or spaces).

6. Optionally enter an email address and phone number.

7. Select a role (Owner, Administrator, Lead, Employee). Which roles are available to choose from depends on your own role — see role hierarchy.

8. Click Create.

Tip

Without an email address, no password can be sent to the user. In that case, the password must be reset manually and shared with them.

Field reference

Field	Required	Description
Profile picture	No	Photo with image cropper (1:1 crop)
First name	Yes	The employee’s first name
Last name	Yes	The employee’s last name
Username	Yes	Automatically generated from first name + last name, can be adjusted manually. At least 3 characters, no @ or spaces.
Email	No	Used for password delivery and contact. Must be unique.
Phone no.	No	The employee’s phone number
Role	Yes	One of the four roles — determines the user’s hierarchy level

Bulk creation

A tabular entry form is available for creating several users at once:

1. Navigate to Employees.

2. Click the arrow next to Create employee and select Create multiple.

3. Fill in the table — each row corresponds to a new user. The columns are: First name, Last name, Username, Email, Phone no., Role.

4. Click Add row to add further users to the table.

5. Click Create X (the number shows the count of rows).

Note

Profile pictures can’t be uploaded during bulk creation. Add them afterwards in the relevant user’s detail view.

Password and access

A password is automatically generated when a user is created:

• With an email address — the password is emailed to the user.
• Without an email address — the password is shown once after creation. Note it down and share it manually.

The password can be reset at any time in the user’s detail view.

Role assignment

When creating a user, you select a role. The available roles depend on your own hierarchy level — you can only assign roles at or below your own level:

Your role	Can assign
Owner	Owner, Administrator, Lead, Employee
Administrator	Administrator, Lead, Employee
Lead	Lead, Employee
Employee	— (no user management)

For details on the roles and individual permissions, see Roles & permissions.

Permissions

Permission	Description
USER_WRITE	Required to create users

Next steps

Employees — List & management Full overview of employee management

Roles & permissions Role system and all 32 permissions

Teams Organise employees into teams