Create a new user in the masterlist

Modified on Thu, 09 Nov 2023 at 12:45 PM

Important note: Only enterprise admins are allowed to access the masterlist and create new users in the company. 


The platform allows you to create new users in two different ways: through a massive upload (using an Excel spreadsheet) or through the platform. In this article, we will see how to create a user manually using the platform.


To do so, follow these steps: 


1. From Home, go to Configuration (screw icon) located at the upper right side.

2. In Masterlist, click Add user.

3. Fill in the information of your new user.

  • You must complete every field marked with the symbol.
  • If you leave the Area or Position fields blank, the new user won't be associated to a department or position by default.
  • If you don't select any subdomain for the user, the platform will choose the main one as the default one.

4. Once you are done, click Add.


Fields

  • First name*
  • Second name (if it applies)
  • First surname*
  • Second surname (if it applies)
  • E-mail address: Corporate e-mail address of the user.
  • Personal e-mail address.
  • Gender.
  • Language: If you don't select one, the default language of the user will be Spanish.
  • ID number*: DNI, RUT, passport number or other.
  • Identifier*: Unique code of the user for the enterprise. It can be the same used for the ID number.
  • Username*
  • Area: Department of the organizational chart to which the user belongs.
  • Position: Position of the organizational chart to which the user belongs.
  • Subdomain: Domain or organization to which the user belongs.
  • Date of birth: It will be used to celebrate birthdays in the platform.
  • Date of joining: It will be used to celebrate work anniversaries in the platform. 
  • Phone number.
  • Hiring country.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article