How-to
guides

How to add a user manually

1. Select “Add” in the “Employees” section

You can access this using the menu on the left-hand side. Click on “Employees” and a menu will drop down. From here, select “Add/Remove”.

 

2. Add the new employee’s details

At a minimum, you need to fill in the employee’s email address you can return and fill in the other details at a later date.

3. Save the new employee’s details

Once you have finished, click “Save”. The page will refresh and a  “New user has been added” message will show briefly in the top right-hand corner.  If this user is already in the system an error message will show in the top right hand corner.

4. Review your employees (optional) 

If you ever wish to review the employees currently on the system, you can click “Browse” under “Employees” from the the left-hand side menu.

This screen will load a screen showing all employees on the system.  If you want to search for a specific person, type their name or email address into the search field and ensure “User” is selected from the drop-down menu. If you make a mistake at any point, just click “Clear” to reset the options.

Once you are happy, click “Search” to see the results.