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. If 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.
