Creating a User

For customers who are not using automatic data integration, it can be necessary to create a single user manually. This action can be performed though the Manager Portal with a few simple steps.

How to Create And Invite a Single User

  1. Navigate to the Employee Section of the Manager Portal.
  2. Click New button followed by New Employee in the subsequent menu.
  3. Fill in the information represented by the four tabs, most important is the General and Organizational tabs.
  4. Make sure you select the invitation date and time in the General tab.
  5. Click Save.
Click this button to begin.
Fill out the necessary information in the tabs and click save to complete the creation process.