You can add a User to give someone Full Admin or Manager access to employee scheduling within Schedule Xpress.

Administration in Manage people in Schedule Xpress

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.

Manage people in Schedule Xpress

Adding a User

To add a User account, head to Manage people > Administration.

Administration in Manage people in Schedule Xpress

Click Add user.

Add user in Administration in Manage people in Schedule Xpress

In the Add user form, you'll be able to fill out the details of the account just like you would an employee account.

Filling out details of User account in Add user in Administration in Manage people in Schedule Xpress

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.

Send invite via SMS and email in Add user in Administration in Schedule Xpress

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

You have the option to link an employee and User account. This allows the user/employee to log in under one set of credentials for access to Schedule Xpress, Time Xpress and Team Xpress.

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.

Link profiles in Add user in Administration in Manage people in Schedule Xpress

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.

Chain link to show linked profile in Add user in Administration in Manage people in Schedule Xpress

There is the option to view the linked User account through an employee profile by clicking the chain link option for View employee profile.

View employee profile takes you to the linked User account from employee profile in Manage people in Schedule Xpress

When a profile is linked, the new User will see options for Schedule Xpress, Time Xpress and Team Xpress when logging in.

A User with a linked employee account is given access to Team Xpress, Schedule Xpress and Time Xpress under one set of credentials

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.

User email address already taken in Add user in Administration in Schedule Xpress

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.

Username exceeds 8 characters in employee profile in Manage people in Schedule Xpress

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.

Choosing Full admin or Manager access level in Add user in Administration in Schedule Xpress

Then press Save to complete.

Saving new User account in Add user in Administration in Schedule Xpress

If you need any help with creating or managing a User account, please Contact Support now!

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