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Docs Settings Add new users

Add new users

Create a login for a team member and choose which roles they start with.

Overview

Add New Users opens a blank New User form. Fill in the person’s details and roles, and they appear in the Users list. A new user starts with the Mobile role ticked, so they can use the mobile app straight away.

The New User form, with empty name, email and phone fields and the Mobile role ticked under User Roles
Step by step: add a user
  1. Click Settings in the header.
  2. Click Add New Users under Users.
  3. Enter the First Name and Last Name.
  4. Enter the Email the person will sign in with.
  5. Enter the Phone No, if you have it.
  6. Pick a Default Labour Code, if the person’s time should use one.
  7. Tick the roles the person needs under User Roles.
  8. Click Save Changes.

Smartworks shows User created and opens the Users list. If the details cannot be saved, a message at the bottom of the screen says why.

The form has the same fields as Edit User, including Timezone override, Date format override and User Is active. They are explained on Users and roles.

See also