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Add User Steps

  1. Go to Users → + Add
  2. Enter Name, Email, and Employee ID
  3. Select a Manager
  4. Choose a User Role:
    • Admin
    • User
    • HR
    • IT Team
  5. Select Excluded Users if access restrictions are needed (Optional)
  6. Toggle Allow Login and set a Password if login access is required
  7. Assign Tags from the Tags dropdown:
    • WFO - Work From Office
    • WFH - Work From Home
  8. Click Add to save or Cancel to discard

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Tags

Tags help categorise users and make filtering and reporting easier. You can assign multiple tags to a user based on their work arrangement or leave type. Add user screen
All required fields (marked with *) must be completed before adding a user.