Employee Management
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How to Add, Update, or Remove a System User

Our software has two categories of users:

  • Employee Portal Users: Access My Portal as employees.
  • System Users: Access the software as administrators when assigned the Super Admin role.

These instructions explain how to add, update, or remove a system user.

Adding a New System

  1. On the left navigation panel, click User Access > System Users > Ellipsis > Add User.
  2. Complete the required fields.
  3. Select Super Admin if you want to grant admin rights.
  4. Click Save.
  5. The employee will receive an email with instructions to complete their registration.

Updating System Users Details

  • To promote a system user to an administrator, select Promote to Administrator.
  • To edit other details such as Preferred Name, Security Group, Language & Region, and Super Admin:
    • Select Edit User.
    • Follow steps 2–4 above.
      NOTE:
      You cannot change a system user's email address here. To do so, you must archive the system user and re-add them with a new email.

⚠️ Important! Before Archiving an Email Address

Ensure the email is not linked to an employee portal user. If it is, first unlink it by following the instructions in How to Update an Employee's Email.