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.
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