Adding new users to WorkGuru is a 2 step process, starting from the button in the top right of the Users dashboard

Step 1

In the User Informations tab fill out the following:

  • Name
  • Email Address
  • Phone Number (not mandatory)
  • Username - Email address is recommended.
  • Pin - Used for Kiosk and POS quick access.
  • Hourly Rate - The users hourly labour cost for projects.
  • Set Random Password - Deselect this option if you want to set a default password for the user. ┬áIf selected the users will be sent a default password in the invitation email and asked to change it on the first login.
  • Active - used for disabling the user's access without deleting them.
  • Lockout Enable - Enforces the failed login policy defined in Administration -> Settings -> Security.

Step 2:

In the Roles tab:

  • Select the permissions Role that you want to assign to the new user.