In this article, we'll explore the following on adding a User account in Schedule Xpress:
User accounts in Schedule Xpress
Adding a User
What is a User?
A User can be defined as an Administrator, Manager, Supervisor or any other name used for someone who has access to employee scheduling.
User accounts are managed inside Manage people.
Adding a User
To add a User account, head to Manage people > Administration.
Click Add user.
In the Add user form, you'll be able to fill out the details of the account just like you would an employee account.
Sending invite link
If the account isn't linked to an employee profile, you'll need to ensure you send the invite link via email or SMS once the details are filled out.
If you're linking an employee and User account, you won't need to send an invite as the credentials will remain the same as the existing employee account.
Linking a User account to an employee account
Note: Any changes to data associated with either accounts will reflect in the other. For example, if you change the First name in the employee account, this will change in the User account.
To link an account, simply type or paste the exact email address that's associated with the employee account in the email address details of the new User account, and click into a space outside of the box.
Once you press Link profiles, you'll see that all the employee/user information populates with a chain link, which symbolizes that the user account is linked to an employee account.
There is the option to view the linked User account through an employee profile by clicking the chain link option for View employee profile.
If the Link profiles option doesn't appear, read the next section.
The Link profiles option isn't appearing?
If the Link profiles option isn't loading, it's likely to do with one of the following reasons.
The email address is already being used by another User account. You will be warned that the email address is already taken.
The username of the employee count exceed 8 characters. The max characters for a User account username is 8 characters.
The example below is a username longer than 8 characters, and therefore will not populate the Link profiles option.
Back to saving your User account.
Saving your User account
Before pressing Save to complete, you'll need to define the account's access level by choosing Full admin or Manager.
You can read more about those in our User Access and Security Groups article.
Then press Save to complete.
If you need any help with creating or managing a User account, please Contact Support now!