Manage users
The Users page
Open the People menu and choose Users. Switch between Staff Users, your internal team, and External Users, such as clients or partners who view reports. Use the buttons on the right to switch between the card and list views, or click Organisation Chart to see who reports to whom.
Find the right people
- Choose Active User or another status to see people by status.
- Narrow the list with All Organisations, All Departments and All Positions.
- Search by name, email or position.
Manage a user
Click the menu (⋮) on a person’s card and choose Manage User to open their profile, or Terminate User. Their profile has Job, Time Off, Documents, Performance, Benefits and Security.
Add people
Click Add User and choose:
- Staff Users – internal team members. See Invite your team.
- External Users – authorised viewers of reports.
- Self Staff Onboarding – invite staff to fill in their own details. See Invite employees to onboard themselves.
The animation below walks through these steps.