From the xCenta Dashboard, click on Tools > Admin in the top right of the screen.
A new screen will appear. From the Administration screen, click on Manage Users.
You will be directed to the page below. Click on New User to start user creation.
You will be prompted to fill in basic credentials at this first screen in fields username, email and start date. If the username you have keyed in already exists the following message will appear:
- User name already exists. Please enter a different user name.
Please check with your Site Administrator to confirm the username format for your site. We recommend using the employee's email address as the username as this is a unique to the user.
When the fields have been completed, click on create user, you will then be directed to the next stage of user set-up where more details about the user can be entered.
Please note that the start date can be the day that you want the user to have access to the xCenta system from or you can enter the date the user began their employment with the company.
For the purposes of creating a new user the "End Date" does not need to be completed.
The next screen presented to you can be seen below, there are 4 tabs on offer. In the General tab, to finish user set up complete the fields, "First Name" and "Surname" (these are required fields). Then tick the box next to Create Employee Record, this will bring up the necessary fields to create an employee record.
To allocate the user a role, click on the Roles tab. The roles created will be presented, allocate the role required from the list provided and click Save.
If you are unable to follow these instructions, you may not have the required user permissions. Please contact your Site Administrator.