Add a new employee as a User to a customer Account
Steps to add a new User to an Account:
Related Help Guide Pages
Learn how to add a new employee as a User to a Customer Account
When one of your customers hires a new employee, you can record their information within platform so that it is available for easy reference, and ensures they are already set-up ahead of any bookings! This can be a big help to provide a smoother, more personalised service for both the customer and their new team member.
Follow this page to learn the steps for adding a new employee as a User to a customer Account.
Add a new User
Follow these steps to add a new User to an Account
From the Main Navigation Menu click the ‘Users’ option
This will open the Users DataGrid
From the Users Datagrid, click the ‘Add User’ button
This will open the User ‘Account Information’ form
Provide the key information for your new User such as First Name, Last Name and Email Address
Under the employment section, Using the ‘Select’ button, select the Main Account for your New User from the pop-up box
The Main Account enables you to identify and assign the Company that a User is associated with, within the Platform. This Account not only establishes the User's main company association but also determines the framework for their Main Role within the system.
Next, select the ‘Main Role’ for your User, this will set what level of access your new User will have when they log into your platform
Please Note
The options available in the Main Role dropdown may vary depending on your level of access and what Roles you have set up in your platform
There are four Main Roles within your accessplanit platform:
Administrator Roles
Super Administrator
This is the highest level of access in the platform, Super Administrators have access to all pages - including pages that define your platform's security.
Training Administrator
This is the most common level of access for administrators. As an Admin in your platform, this is the permission set that you will have. A Training Administrator is able to create and manage Course Templates and Resources, schedule courses, and manage Delegate bookings and Invoices.
Customer Roles
Manager Role
This is the highest level of access that you will grant to your customer base. Typically, you will have at least one Manager per Account, but it is possible for Managers to have access to more than one Account. This User will be able to view the other Users in their Account, make bookings for them, and view their booking history, as well as be able to book themselves onto courses.
Individual
Individuals have the lowest level of access in the platform and is the default role that is automatically given to each new User as they are created. They are able to view their own bookings, make new bookings for themselves, and access eLearning or Document Course material for themselves.
Once you are happy with the New User Form, click the ‘Save’ button
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