Adding users.

Set up the groups that match your job functions, then invite your team — or add the workers you only need to track.

Step 1
Open the menu and select the “Users” app to access the user management section, where you can add and manage users within your organization.
Step 2
Click on “Groups” to create and organize different groups based on your company’s job functions and responsibilities. For example, you may create groups for Administrators, Technicians, Receiving, Dispatch, Purchasing, or any other departments or roles within your organization.
Step 3
To create a new group, click on ‘New group’.
Step 4
Enter a name for the newly created group and select the members you would like to add, if applicable.
Step 5
To add a user, go back to ‘Users’ and click on ‘Add user’.
Step 6
Add the new user’s email address and choose to which group they must be added.
Step 7
Scroll down, if applicable, and click on “Generate signup token”. This will generate a time-sensitive token that can be emailed directly to the user. Alternatively, the token can be copied and sent manually via email or another electronic communication method.
Step 8
Copy the link and send it to the new user.
Step 9
When the new user clicks on the link, they will be directed to a login screen where they can create their username and password.
Step 10
A user can also be added without generating a signup token. This option is typically used for users who do not require access to the platform, such as general workers. Their working hours and activities can still be recorded and tracked within the system.