Add User

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Add user steps

1. Go to Users and click + Add
2. Enter the user’s Name and Email. The email is used for login and notifications
3. Optionally enter an Employee ID and select the user’s Manager. The manager sets the reporting hierarchy used for team visibility
4. Select a Designation and Department
5. Choose a User Role: Admin, User, HR, or IT Team. See User Roles
6. For the HR role only, select Excluded Users. HR users can see everyone except these users
7. Turn on Allow Login and set a Password if the user should be able to log in to the web console
8. Assign a Shift to define the user’s working hours
9. Add Tags (see below) and any internal Notes. Notes are visible only to admins
10. Turn on Can Access AI Chat to let the user use Sresh AI, and set an AI Monthly Token Limit (or Unlimited)
11. Click Add to save or Cancel to discard

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Tags

Tags are custom labels that group users for filtering in reports, timelines, and dashboards. Pick an existing tag or type a new one to create it, for example WFO (Work From Office) or WFH (Work From Home). A user can have several tags.