Give an employee a login

Transcript

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1. 0:01

   In the last video we set up a new employee and their salary. Now let's give them their own login, so they can use FlairSuite too.

2. 0:10

   First, sign in with your username and password.

3. 0:29

   Go to Employees, Employee List, find the employee and click them to open their page.

4. 0:45

   Under User Access, click Create New User. Their name is already filled in. Type their e-mail address: it becomes their username. Then enter a password twice, choose the user group that decides what they can open, and set the status to Active.

5. 1:06

   There are two other ways. If the person already has an account, use Link Existing User instead. Send Onboarding Email e-mails them a link to set their own password, so you never need to know it.

6. 1:18

   Click Save. The user is created and linked to the employee. Once they sign in, they can see their own details and send requests, such as leave.

7. 1:29

   Open the employee again. User Access now offers only Unlink User, because an employee has one login. You would use it to remove a login given by mistake; the user account itself is kept.

8. 1:41

   Your employee now has their own login to FlairSuite. Thank you for watching.