Adding a New User

1. Once you are signed into the Business Admin, navigate to the Users tab located within the My Company section.

2. Locate the orange "+User" button at the top right of your screen and select it.




3. You will then be brought to a page where you will enter your new user's information which includes:

• Username (you can create whatever username you want)
• First & Last Name
• optional Email
• Phone Number (do not use dashes)
• Role within the company
• Group (if applicable)
• Shift (only pertains to what time recurring module notifications will be sent)

4. Once all required information is entered, hit the orange "Add User" button at the bottom of the page.

5. The user will then receive a text message providing them instruction for downloading the app and accessing their account.

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Using the Action Bar

Once you have added any user(s), you will then be able to see them listed in the Users tab. You will also see the actions bar where can either edit user, archive user, delete user, or reset user password

• Edit User. Change any information in the selected user's profile such as their name, email, or phone number.
• Archive/Unarchive User. Use this action when you don’t want to delete a user, but save their profile for future use.
• Delete User. For when you want to delete a specific user from the system.
• Reset Password. If a user forgets or loses their login password, select this and a password reset link will be sent to the user's email address.

 

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