User accounts can be created for anyone who needs to access the system as an admin user.
β οΈ Important: This is not recommended for regular employees, as users will not have payroll details and cannot be paid via the Access Education People software.
User accounts are generally used by the Access Support team and external employees that need full access to the system.
Create a user account
Click Setup, then click Users.
Click Add User.
Select a title from the Title dropdown and enter the user's first and last names.
A username in the format FirstName.LastName will be generate automatically, but you can enter a custom one in the Username field.
Enter a password in the Password field.
Enter their email address in the Work Email Address field.
(Optional) Enter their personal email in the Personal Email Address field.
Select a brand from the Brand dropdown.
Click Save.
Edit a user's roles and permissions
To determine the level of access the user will have in the system:
Click Setup, then click Users.
Search for the user using the Quick Search field and click on them.
Click the Roles tab and select the roles they need to have.
Click the Permissions tab, then Edit Employee Permissions.
Search for and enable any permissions they may need.
Click Save.
