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Adding a New User

Easily add or convert users in the system by filling out their details, setting roles, and configuring access hierarchies.

Grace Aitken avatar
Written by Grace Aitken
Updated this week

Companies might bring on new users as administrators or supervisors. Adding them onto the system is a simple process.

Adding a New User

Go to the account tab located on the left and select users. Click on the plus sign icon at the top right.

Fill out the information for your new user. You can set their email and a temporary password. Once they log in, the employee will be able to update it.

Set up the hierarchy you will want your user to access. If your desired hierarchy is already selected at the top right, it will automatically populate it as the default.

Choose the role and if the employee has a specific job, you can select it as well.

If the new user will also be punching in, toggle the "Will this user need to track time?" option. After this, you will be able to set the profile up with a clock pin, punch permission, default, and payroll hierarchies. You will also be able to set a position for them if applicable.

Turn an Employee Into a User

You can also convert an employee account into a user. To do this, simply navigate to the employee profile, and open up "User Policy" by clicking on the arrow next to it.

Once there, toggle "Self Service Login", and set up the employee's email and a temporary password.

Toggle "Is Account User" and set the default hierarchy and role you wish the new user to have. The settings button will appear next to it that will link you to the user's settings.

If you didn't find what you were looking for, please message us using the chatbot in the bottom right corner of your account or email us at support@findd.io. We will be happy to help.

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